GROWTH & IMPACT WEEK SPEAKER LINEUP
The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market, from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm.
Denise Sarkor
CEO of Sarkor Financial Advisors, Denise Sarkor is a Wealth Strategist and Financial Planner. In this role, she is responsible for advising successful business owners, career professionals and families on their portfolios, trusts, estates,...
ABOUT DENISE
CEO of Sarkor Financial Advisors, Denise Sarkor is a Wealth Strategist and Financial Planner. In this role, she is responsible for advising successful business owners, career professionals and families on their portfolios, trusts, estates, foundations and retirement plans, making her a trusted advisor clients rely on. With understanding of client goals, she collaborates with tax and legal advisors on all matters ranging from tax and estate planning, concentrated stock positions, allocation decisions, the sale of privately held businesses and more, providing comprehensive and tailored solutions. Denise received a bachelor of science in economics from the Wharton School at the University of Pennsylvania and a master’s degree in international finance and economic policy from Columbia University. She holds her FINRA Series 7 and 66 securities licenses, is a CEPA® and CAP®, and is currently pursuing her CFP® designation.