Bio: Empowering Accountants and Financial Advisors to Build Synergistic Partnerships.

Bio: VFO Liaison: Elite Resource Team

Bio: Crushing chips and salsa like it’s my job...

Bio: Unassuming yet scrappy. I have a Fractional Family Office serving clients from a philosophy of self ownership.

Bio: Deborah is the Director of Partnerships with Cultivate Advisors. We align when the business owner scales, grows and increases the enterprise value.

Bio: FA

Bio: CLU, ChSNC, LUTCF, Retirement Solutions Parter: Impacting Lives & Changing Retirement!

Bio: I started my career in 2009 & started branding Hill Financial Group Inc. I enjoy a lifestyle of travel with my wife Johna & daughters Journee & Shiloh

Bio: National Executive Director at Pearl Logic, Inc. Expert in Cost Reduction Consulting, specializing in Employee Group Healthcare.

Bio: CEO - Elite Resource Team Father Husband Surfer

Bio: Managing Partner at Inception Financial. 15+ yrs with clean tech firms including SolarCity and Tesla.

Bio: Cost Segregation professional for 10+ years and one of only a few providers of GreenZip Tape which when used will 2-3X depreciation expense!

Bio: loko

Bio: Naval Academy Oceanography USMC Aviation Cordis J&J Sales Alliance Bernstein VP GenSpring SVP Seaside Bank Pres BNY Mellon MD MakingLuck - CEO

Bio: Tax Director at Attracct Accounting Advisors. CPA with 10+ years of experience. Began my career at KPMG where I serviced a wide range of clients.

Bio: I am a Fiduciary Advisor, Untaxable Wealth Strategist & Tax Reduction planner

Bio: Chad has 6 yrs experience as a Regional Consultant, specializing in 1031 exchanges and Opportunity Zone investing. He now heads Strategic Sales at CF.

Bio: Provide U.S. International Tax Services to companies and individuals with outbound and inbound activities. Expert on export tax incentives.

Bio: Licensed life and health agent specializing in wealth and retirement planning. Excited to join the community and help others achieve financial goals.

Bio: Elite Resource Team, director of Member Success and Sales

Bio: Retirement Income and Legacy Consultant, Financial Team Collaborator, Pastor, Author, Podcaster, Avid Golfer, and Grandfather.

Bio: Background is in the Research and Development tax credit. I enjoy connecting clients with each other to help their businesses grow. Husband, dad of 2!

Bio: Enthusiastic Coach to CPA Firm Owners: Making the CAAS Transformation Fun and Profit-filled

Bio: Real Estate Family Office Services, helping families manage and/or transition real estate assets.

Bio: I'm a CFP looking to grow!

Bio: I help business owners stop overpaying in taxes

Bio: MN / Insurance/ Wealth Management/ Married with 2 Kids/ Snowmobiling / Woodworking

Bio: I am someone who loves to feel progress, whether that be in relationships, exercise, or business. I coordinate a Virtual Family Office from Salt Lake.

Bio: Jonies guy

Bio: CPA since 2017, helping businesses navigate taxes, finances, and tough times. I simplify numbers, solve problems, and teach clients to succeed.