Following 2
Kate Guillen
Carlsbad, CA
Active 1d ago
Bio: Founder of Simplicity Ops - We teach financial advisors how to run better businesses
Natalie Bergsma
Active 27d ago
Bio: I'm known for turning goals into results. When I'm not coaching advisors/teams, I'm reading very dorky books, dancing, and coaching Anxious Mommas.
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Aaron Sipherd
@aaron-sipherd-4231
CPA firm and RIA/Wealth Management Firm owner.

Active 176d ago
Joined Jan 28, 2025
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