Ultra Wealth Advisory Forum 2025 - Speaker Profiles

Tim Gregory leads the Investment Services and Advanced Planning Teams, providing advisors with consultative portfolio analysis, investment, tax, and wealth planning services. He is an active presenter and speaker at SEI hosted events and webinars, as well as other conferences and investor-client events.

Tim has been with SEI since 2008, developing wide-ranging experience in multi-asset investment solutions, business development, relationship management and advanced wealth planning services.

Tim earned both Bachelor’s and Master’s degrees in Finance from the Pennsylvania State University. Tim holds a FINRA Series 65 license.

Kevin has worked in the accounting industry for over 20 years, with over 15 in public accounting. He began his professional career at a public accounting firm specializing in taxation of real estate-based entrepreneurs and their closely held companies, and he relocated to Incline Village in July of 2012 to join the Ashley Quinn team.

With experience in estate planning and residency audits, Kevin advocates proactive tax planning with respect to financial and tax transactions.

Kevin is currently licensed as a Certified Public Accountant in California and Nevada. Kevin is also a member of the American Institute of Certified Public Accountants and has served as Treasurer of Parasol Tahoe Community Foundation since 2018.

Mike has worked for Comstock Insurance for 29 years and is currently the agency's General Manager and a Partner.  Mike's extensive experience in  farming and mining has given him a unique understanding of many different aspects of the business cycle, enabling him to navigate the complex landscape of property and casualty insurance.

In addition to his extensive work with Agriculture and Church businesses Mike also has in depth knowledge of Construction and Property insurance.  Mike became a Certified Insurance Counselor (CIC) in 2010.  Mike has forged strong connections to the insurance carriers and senior management he represents.

Mike currently serves on two Agency Councils with Liberty Mutual and CIG insurance.  

With deep experience representing clients before the Internal Revenue Service, Tim brings unique skills to bear on his clients' estate and family business planning issues.

Tim's intimate knowledge of tax code allows him to help his clients structure their wealth so that it grows while maintaining compliance with tax law. Tim focuses mainly in estate and family business planning, tax-exempt entities and probate, as well as the areas of trust administration, and corporate law.

Member of Legislative Committee for Probate and Trust Section of Nevada State Bar (2008-Present)

Emeriti Member of the University of Planned Giving Advisory Council

Member, Nevada State Bar

Member, Washoe County Bar Association; Member, Colorado Bar Association; Member, American Bar Association

Member, Cambridge Forums, Forum on Private Wealth

Dianna works with a depth and breadth of financial services and lending products to facilitate complex credit/liquidity needs to registered investment advisors and broker-dealers across the West of the United States.  Dianna’s experience with Securities-Backed Lines of Credit (SBLOC) helps investment advisors access lines of credit for their investment clients.

Dianna worked with Goldman Sachs for six years in Investment Management, Investment Banking, and Merchant Banking, and has worked in commercial banking as a Senior Financial/Product Analyst.

Dianna obtained her Bachelor of Science from the David Eccles School of Business at the University of Utah.  She has served on the Board of Directors at the David Eccles School of Business.

R. Bryan Sedway, CLU*, ChFC**, and CAP***, is the principal of Sedway Financial. A Financial Services Professional since 1987, Bryan maintains his practice as a registered representative of Park Avenue Securities (PAS).

Bryan has distinguished himself as a knowledgeable, independent, and respected professional in Wealth Accumulation, Business Succession, Executive Compensation, Estate Conservation, and Tax Strategies. With offices in Granite Bay, CA, and Incline Village, NV, Bryan works with people and businesses interested in minimizing taxable obligations while maximizing disposable income.

Registered Representative & Financial Advisor of Park Avenue Securities, Financial Representative of Guardian. CA License #0A97877