Proactive Planning Team

Tax expert Randall Brody is the founder of Tax Samaritan and Peace Of Mind Help, companies specializing in expatriate tax solutions and tax resolution. With his Enrolled Agent (EA) designation from the Internal Revenue Service, Randall helps clients solve complex tax problems and alleviate their stress and fear. Brody has been published in the EA Journal, the industry magazine for the National Association of Enrolled Agents. For over 30 years, he has guided over 9,500 taxpayers and eliminated more than $800 million in tax debt. He lives in North Las Vegas, Nev. with his wife, Connie, and their giant dogs Gracie, a Labradoodle; Scoobie, a Great Dane; and Zummie, a St. Berdoodle. The Brody's have five children and six grandchildren.

J. Stuart Kruse, CFA, has a Masters in Management (MBA) from Kellogg Graduate School of Management with concentrations in Finance, Decision Sciences (Game Theory), Marketing and Entrepreneurship & Innovation. After helping to bring a Real Estate Investment Trust (REIT) public on the American Stock Exchange in 1997, he worked at Lehman Brothers as an investment advisor and then at Bear Stearns as Portfolio Manager advising on over $1B in asset. It was at Bear Stearns where Mr. Kruse created several quantitative portfolios that evaluate stocks’ fundamental characteristics that have traditionally led toward market outperformance. Since inception (May, 2005), QVP (Quantitative Value Portfolio), KAM’s flag-ship portfolio, is approximately doubling the returns of the S&P 500 (net of fees) without assuming additional risk. Mr. Kruse founded Kruse Asset Management (“KAM”) in 2007, based on statistical principles of KAM’s successful QVP, where he manages money for High Net Worth and Family Offices. Additionally he is an advisor for YCharts, a financial, web-based company that is backed by Morningstar. Mr. Kruse has served as an adjunct professor and Concordia University’s school of business and Lake Forest Graduate School of management where he taught classes in Entrepreneurship, Ethical Leadership and the Decisions Sciences. He has also testified as an expert economist for a variety of legal cases. Mr. Kruse also holds a B.S. in Chemical Engineering from Northwestern University and has served charities such as The Posse Foundation (Chicago Board Member), the Karam Foundation (International tutor/mentor) and Renaissance Knights. He and his wife, Shermin Kruse, a partner at the law firm of Barack Ferrazzano, have four children.

Ian Welham began his career qualifying in the UK as a Chartered Accountant with Ernst & Young. He then left public practice and became CFO of a Barcelona-based publicly traded company. Subsequently, Ian held CEO and COO positions in Hong Kong, The Netherlands, Belgium, and the US. In 2016 he co-founded HaydenRock Solutions working hands-on with CPA firms to help them become 21st-century accountants. Following the merger of Elite Resource Team and HaydenRock in 2020, Ian now focuses on building relationships with Elite members and providing them coaching services to help them Maximize Business Potential and become the Most Relevant Advisor to their clients. He resides in New Jersey with his wife, Linda. They have twin daughters. He is a devoted Manchester United “football” fan and an avid golfer. In particular Ian’s areas of expertise within the Member Support Team are Virtual Proactive Coach and Virtual Proactive Facilitator.

Rhoda received her Bachelor of Science in Electronics and Communications Engineering. After practicing as an engineer for two years, her passion for traveling and seeing the world directed her career path into the airline industry where she worked as a Cabin Services Director for nearly nine years at one of the top-rated airlines in the world. Being passionate about customer service, she’s currently working as the Sales and Marketing Coach for Tax Samaritan. It gives her the opportunity to learn and explore many things related to all fields such as sales, operations, and marketing and taking care of our #1 – our customers. After working hours, she enjoys her new role as “mom” to a lovely daughter and spending time with her family.