Taking Chips Off The Table & Planning Your Financial Future

Dustin is an award-winning business journalist, bestselling author, and the chief content officer of Smart Business. Over the past 30 years, he has interviewed thousands of business and civic leaders, and helped more than 50 CEOs and entrepreneurs transform their ideas into books. A trained investigative politics reporter and former digital media entrepreneur, Dustin joined Smart Business in 1997 after serving as an editor at several daily newspapers.

Robert Britt is a second-generation owner of Helena Dumont LP and Helena Dumont Management. Founded in 2018, Helena Dumont is a holding company based in The Woodlands, TX, with passive and active investments across numerous asset classes and industries. In 2021, he established Helena Dumont Management to provide outsourced accounting, treasury management, and ERP services to all actively managed investments within the Helena Dumont portfolio. Finally, he serves as the CEO of Helena Dumont LP, and acting President across all Helena Dumont subsidiaries.

Dan DiLella is the Managing Partner of Hotaling Insurance Services (H.I.S) and has strategic control over the Houston office. H.I.S. is a nationally licensed and fully independent risk management family office with five offices across the country. Dan specializes in high-level estate planning for his clients that range from affluent business owners, families, and individuals to professional athletes and entertainers.

In 2014, Dan joined H.I.S. (formerly known as The Hotaling Group) as an insurance specialist. There he began his mentorship under the group’s founder and one of the most respected insurance agents in the country, Bobby Hotaling. Shortly after joining the firm, Dan was tasked with growing the group’s presence in the Houston market and spent several years cultivating business and creating meaningful relationships. After countless cross-country commutes, he was given the reins to open an office in “H-Town” and was named Managing Partner in 2018. In September of 2021, Dan was nationally recognized as one of Insurance Business America’s Rising Stars for his contributions to the industry.

Dan graduated from SUNY University at Albany in 2011 with a degree in Business Administration and Finance. During his tenure at Albany, he was the starting quarterback of the I-AA football team where he led the Great Danes to their first-ever FCS Playoff Game. He was recognized for his accomplishments both on and off the field by earning first-team All- Northeast Conference and FCS academic All-Star team honors. Dan then had the proverbial “cup of coffee” with the New York Jets during the summer of 2012 before entering the financial industry.

Prior to H.I.S., Dan started his insurance career at MetLife, and in 2013, he was recognized as one of the top first-year advisors on the East Coast. When Dan is not working, he enjoys traveling and spending time with his family. He is an active philanthropist and supports causes that are near and dear to his heart such as the WithMerci Foundation, The National Kidney Foundation, and The American Cancer Society.

George Lee has an automotive background spanning 48 years. The most recent 30 were spent as a Porsche and Volvo dealer and more recently a Harley-Davidson Dealer. He took the 2 worst performing dealerships in Texas to number one in the nation. Subsequently he pioneered the sale of his dealerships as the first HD dealer to sell to a Fortune 500 company.

Greg Talcott is the Managing Director of Sales at Caliber Funds. He manages a team of licensed representatives who assist investors in building their wealth and diversifying their portfolios through private equity real estate investments.

Greg came to Caliber after a two-year stint with Scottsdale-based competitor where he raised more than $100 million in capital investment from high-net-worth individuals, registered investment advisors and institutional entities in 2019. He delivers a high level of trust among customers, past and present, with his background in managing assets and serving as a fiduciary for select private wealth investors at Scottrade-TD Ameritrade, Basilica Wealth Management and Charles Schwab in Arizona, the Pacific Northwest and other key markets for more than 15 years.

During his time at Schwab, he led a team that managed more than $2.5 billion in assets that provided portfolio management and financial planning designed for a particular investor suitability.

Greg received a Bachelor of Science degree in Law and Political Science from Arizona State University.