The Abundance Group Trust Team

Gina Gaudio-Grace, JD, Ph.D., CWMS


Dr. Gina Gaudio-Grace is a Retired Attorney and a 1991 Graduate of Notre Dame Law School where she served as the Lead Note Editor of the Notre Dame Law Review. 

Dr. Gina holds a PhD in Entrepreneurship and Business Strategy with over 20+ years of experience, accompanied by certifications as a Wealth Management Specialist, Tax Planner, Tax Coach and a Licensed Document Preparer. Dr. Gina is also the Founder of Abundance Group Trust and the Co-Founder of the Abundance For All Foundation. Her personal mission is to touch the life of every person on the planet in a meaningful way.

Todd Buckman


Todd Buckman is the Chief Financial Officer of Abundance Group Trust. He earned an MBA and Bachelors in Finance at the University of Louisiana. He has been CEO of a delivery company, President of an industrial supply company, General Manager of a food company and a mortgage loan officer. Prior to his business career, Todd served eight years in Ranger Regiment and eight years as an international contractor in both Iraq and Afghanistan. 

Matt Rocco


Matt Rocco is a seasoned professional with over 18 years of leadership experience, encompassing account management, co-ownership, and sales roles for prominent companies. With a strong work ethic and a profound understanding of business success, Matt is captivated by the customer journey and its impact on revenue growth. He is committed to delivering exceptional value to clients and colleagues, forging meaningful connections, and empowering others to unlock their true potential. Matt finds fulfillment in witnessing the success of those he acquaints with and remains dedicated to making a positive difference in their lives. Alongside his role as a mentor and basketball coach for high school-aged young men, Matt resides in Lake City, FL, where he cherishes time with his three daughters and enjoys coaching their volleyball teams.

JacLYN Misiag

Fulfillment Director

 Jaclyn is the Fulfillment Director of Abundance Group Trust and has been a client of the Abundance Group since 2021. Jackie has a deep desire for travel and business which led her to graduate with a B.A. International Business (Marketing and Chinese) from James Madison University. From an early age, she has been a dynamic entrepreneur owning and operating several successful businesses focusing on real estate (commercial and residential), wealth management, business operations, customer experience, and marketing. In addition, she has a strong passion for technology and introduced virtual reality and built an online shopping platform for Hilton Corporate’s events and meeting clients. During the pandemic, she worked with a large, international assistant living company redeveloping their entire operational procedures and enhancing their customer journey, reporting, and survey system. Jaclyn’s goal at Abundance Group Trust is to use technology to streamline the fulfillment process for all trusts while improving the customer experience.



A seasoned lawyer and successful Silicon Valley entrepreneur, founded Brent Whitlock Law in 2020. His firm aims to guide entrepreneurs through their journey from idea conception to business success, focusing on securing generational wealth for their families. With extensive experience in both law and entrepreneurship, Dr. Brent provides comprehensive legal services including intellectual property, business formation, deal representation, funding, real estate transactions, estate planning, and trust administration. He earned degrees in electrical engineering and law, with accolades from Illinois Tech Chicago-Kent College of Law. Apart from his legal practice, Dr. Brent consults for other law firms, teaches at Chicago-Kent College of Law, and serves on advisory boards related to patents. He is also an accomplished author, speaker, and entertainer in his spare time.


Chief Marketing Officer

Jack is a 22-year digital marketing, design, sales and copywriting pro. He is the co-author of the Leverage Black Book, and author of several internet marketing books and courses. He's an original search engine optimization and marketing expert from the early days of online business. Jack is also a podcast host and producer.

Trust Advisors

kevin Marquess


Kevin Marquess is an accomplished entrepreneur and engineer with a background in business, engineering, and real estate. He started his first business at a young age, pursued a career in engineering with a focus on RF/Microwave technology, and achieved significant milestones in the Bluetooth(R) Wireless Technology industry. Kevin's success in technology led him to join Broadcom Corporation, where he contributed to groundbreaking achievements. He also ventured into real estate and joined Abundance Group as a Trust Advisor after being introduced to the Irrevocable Spendthrift Trust by Dr. Gina. Kevin brings a wealth of knowledge and expertise to his role, making a significant impact in the world of Trusts and wealth management.


Trust Advisor

Native of California, Tim is a graduate of California State University, Sacramento with a BA in Economics.  Tim’s goal is to provide guidance to clients by teaching them to be self-sufficient and having a thorough understanding of the Abundance Group Trust(s) that they own. Tim has achieved the designation as a Certified Wealth Management Specialist, is a Licensed Insurance Agent in Life-Health, and Property & Casualty in California. He loves to teach and has a varied background in Economics as a Financial Advisor; and Mathematics in his pursuit of a Masters Degree in Secondary Education.

Shelby Carr

Executive Assistant

Shelby is the Executive Assistant of Abundance Group Trust. She's a seasoned professional with a 19-year-career in the industry. With her wealth of experience, Shelby plays a pivotal role in orchestrating the company's success and ensuring seamless operations. Her keen organizational skills and exceptional leadership have been instrumental in driving efficiency and productivity within the organization. An invaluable asset to the team. Shelby's dedication and commitment make her an inspiration to colleges and clients alike.

Shaun Clearwater

Investment Advisor
Insurance Consultant
Foundation Advisor

Shaun loves to share his knowledge and thrives on solving complex financial planning puzzles. Shaun has been helping clients in the financial services industry for over 18 years. He likes to share information about private family foundations and unique solutions for those struggling with debt. When working with clients, his goal is to relieve the anxiety and stress caused by an overload of often conflicting information. Throughout his career, he’s served in a managerial role in an international humanitarian aid logistics company, served on the board of several non-profits, and been a senior advisor with other top financial services companies.