Meet the Team
Bill Burnett - Stanford University
Bill’s now working on his third book. The first two, Designing Your Life: How To Build a Well-lived Joyful Life, came from working with students at Stanford University. His second book, Designing Your Life: How To Thrive & Change, was for people more mid-career. Our firm approached Bill about applying those techniques to people in their 50s, 60s, and 70s, and focusing on the mature life.
World-class life designer, Stanford educator, Executive Director of the Life Design Lab at Stanford, and Managing Director of the Life Design Institute (Singapore). In order to create meaningful paths forward for those in the mature stages of life, Bill was the perfect collaborator to create Designing What’s Next and Personal R&D.It was important to create something that went way beyond just doing personal research. It had to develop into something lasting for people as well. A lot of people take programs, read books, go on retreats, etc., but where most fall down is in applying those theories to make real change in their lives in order to develop what they really want. That is a big difference in what Bill brings in terms of results, and why it underpins everything we do here in Designing What’s Next and Personal Strategic Design.
Sherry Kaplan
CIHC, Institute for Integrative Nutrition
Sherry focuses on the latest research on all things health, aging and longevity. Her main focus is on research on how we can find ways to help our health span equal our life span. Sherry studied at the prestigious Institute for Integrative Nutrition and also is a Certified International Health Coach (CIHC).
Her passion is travel, having worked in the luxury travel industry for a number of years.
Board of Advisors
David Schaefer - MIT, NYU Law
As former Vice Chairman of Loeb and Loeb, one of the country’s leading law firms, David was in both the profession and the business of law. Currently, as Managing Director at Calibrate, David is an industry leader in the business and practice of law. Calibrate’s services help law firm leaders and COOs to best push forward a firm’s culture, vision, and strategy.David brings great insight to our clients who are now moving forward from running a business or practicing a profession (doctor, lawyer, accountant, consultant, etc), for what has been most of their lives. Having someone with specialized knowledge and experience of the needs of leaders and professionals, especially in terms of exit strategies and exit planning, is particularly valuable.
David Morey
Columbia University, University of Pennsylvania
It’s great to have one of the world’s great strategists working with us at Personal Strategic Design. David is a master strategist in both business and politics, working with Presidential campaigns around the world and major corporate CEOs.And now working on Personal Strategic Planning for our clients. Over the years, he has worked with a Who’s Who of Fortune 500 leaders—and advised five Nobel Peace Prize winners and twenty winning global presidential campaigns. He is the best-selling author of The Underdog Advantage, The Leadership Campaign, and Creating Business Magic. For many years, David served as an Adjunct Professor of International Affairs at Columbia University and the University of Pennsylvania.
Randy A Fox CFP AEP - Washington University
A nationally known wealth strategist, philanthropic estate planner, educator, and speaker, Randy has dedicated his career to helping individuals, professional advisors, charitable institutions, and planned giving organizations “do well while doing good.”He is currently the Editor-in-Chief of Planned Giving Design Center, a national newsletter and website for philanthropic advisors. Randy is considered one of the country’s foremost experts in charitable planning and estate planning, having worked with over 300 families and developing more than $1 Billion+ directed to philanthropic purposes. In 2015 Randy was awarded the Fithian Leadership Award by the International Association of Advisors in Philanthropy.
