Kelly Kidwell is the CEO of Fiscal Advantage, providing vision and leadership around financial performance for closely-held companies. He owns and leads multiple businesses, is a frequent national lecturer for fellow business owners, and provides continuing education for attorneys, accountants, and financial advisors. Active across the financial services industry and in the community, he is known and respected for his effective strategies for corporate, tax, charitable and estate planning.
Kelly’s professional memberships and achievements include being Chair of the Charitable Planning Committee for the Association for Advanced Life Underwriting (AALU) and Leader of the Volunteer Planned Giving national program for the March of Dimes from 2001 to 2008. He is also a member of the National Association of Insurance and Financial Advisors (NAIFA) and a member of the Los Angeles Estate Planning Council. He has been a member of Vistage since 2012.
A resident of Claremont, California, Kelly and his wife, Cristy, have 4 children and 3 grandchildren. Kelly is also a private pilot who enjoys taking his family on a variety of weekend adventures.
Eric McDermott is the president of Fiscal Advantage, a financial analytics firm working with over 60 leadership groups and more than 500 business owners nationwide. His roles include new initiatives, operational strategy, and enterprise marketing for Fiscal Advantage and his various other companies. Eric focuses on connecting business leaders with strategies to protect and grow their business, net worth and estate. An entrepreneur and business owner, Eric applies his more than 20 years of innovation and operational strategy experience throughout his many enterprises.
As a public speaker, Eric is sought after on topics inside and outside his industry. Recent events include speaking from mainstage to thousands of business leaders on changing the industry for “What’s Next,” as well as international speaking events in Bangkok and Taipei.
Eric also speaks for associations outside the financial services industry sharing competitive strategies for a rapidly changing marketplace. Some of his speaking includes frequent presentations across the country to business owner and CEO groups on financial strategies for earning more and keeping more. He has a special passion for presenting to non-profits on advanced planned giving strategies for attracting more frequent and larger donors to worthwhile causes. For years, Eric has led presentations for employees and leaders, across dozens of companies, on personal strategies for getting financially organized.
John Kidwell has over 25 years of CEO experience leading and building small and medium sized businesses in a variety of industries. John has been a business owner and led businesses for both private equity firms and private family investment firms. During his career, John has both acquired and sold over 15 businesses to both strategic buyers and investment firms.
Today, in addition to his role at Fiscal Advantage, he serves as a Vistage chair coaching business executives with their businesses.
John is a graduate of Harvard college and earned his MBA at Stanford Graduate School of Business.
Wil Maltby develops software to automate financial analytics, prepares private business appraisals, and assists in delivering reports to clients.
Wil is a CFA Level III Candidate and has a degree in applied mathematics with concentrations in economics and computer science.