Ian Green, Dip PFS, was the 2021 MDRT President and 2017 Top of the Table Global Council Member and Advisory Board Chair. He runs a family-owned financial planning firm and, as an advocate of the Whole Person concept, attributes much of his success to what he learns from MDRT.
Randy L. Scritchfield, CFP, LUTCF, was the 2022 MDRT President. He is also an MDRT Foundation Excalibur Knight, a member of its Inner Circle Society and has served on its Board of Trustees. Scritchfield is founder and president of Montgomery Financial Group, a retirement planning firm. His extensive MDRT volunteer history includes serving on MDRT’s Management Council six times and as a Committee Chair nine times. Among his leadership roles, Scritchfield has served as Top of the Table Divisional Vice President and Advisory Board Chair and Divisional Vice President of Annual Meeting Program Development. Scritchfield has also spoken at numerous MDRT Annual Meetings and Top of the Table Annual Meetings, as well as internationally on behalf of MDRT.
Peggy Tsai, RFP, CCFP, served as the 2023 MDRT President and is a Diamond Knight of the MDRT Foundation and a member of its Inner Circle Society. Tsai, an advisor with Shin Kong Life Insurance Co., has won the award for No. 1 sales achievement in her company for seven consecutive years. Tsai has held numerous volunteer leadership positions for MDRT, including Divisional Vice President of Membership Communications Committee (MCC) Division 2, MCC Region Chair and MCC Zone Chair. Tsai has also volunteered in several capacities for MDRT’s meetings and has presented at the MDRT Annual Meeting. In addition to her MDRT involvement, Tsai has spoken to numerous audiences of financial professionals and has contributed to industry publications in her region.
Ian Green,Dip PFS 曾任 2021 年百万圆桌会长,以及 2017 年顶尖会员全球理事会成员兼顾问委员会主席。他经营着一家家族式理财规划公司,作为全人理念的倡导者,他将自身成功归功于在百万圆桌的所学。
Randy L. Scritchfield,CFP、LUTCF,是 2022 年度百万圆桌会长。他也是百万圆桌基金会的“神剑骑士”、核心集团成员,并曾任职于受托人董事会。Scritchfield 是退休规划公司 Montgomery Financial Group 的创始人兼总裁。他丰富的百万圆桌志愿者经历包括 6 次服务于百万圆桌理事会,以及 9 次担任委员会主席。在其担任过的领导职位中,Scritchfield 担任过顶尖会员分副会长和顾问委员会主席,以及年会日程起草委员会分副会长。Scritchfield 还在百万圆桌年会和顶尖会员年会上多次发表演讲,并且代表百万圆桌多次在海外发表演讲。
Peggy Tsai,RFP、CCFP,曾任 2023 年度百万圆桌会长,如今是百万圆桌基金会的“钻石骑士”兼核心集团成员。Tsai 是 Shin Kong Life Insurance Co. 的顾问,她连续七年因在公司销售业绩排名中位列第一而受到嘉奖。Tsai 在百万圆桌担任过多个志愿者领导职位,包括:会员交流委员会 (MCC) 第二分会的分副会长、MCC 分区主席以及 MCC 分会主席。此外,Tsai 还自愿为百万圆桌会议的多个方面提供服务,并曾在百万圆桌年会上演讲。除了在百万圆桌的工作与付出,Tsai 还与许多金融专业人士沟通交流,并且在她所在地区促成了行业刊物的出版。