Bio: 20 years as a financial services professional. Help individuals and families manage their money, mitigate taxes and lock in their lifestyle.

Bio: Bill Hall helps financial advisors scale with compliance software, marketing, tax strategies, and turnkey systems that attract affluent clients.

Bio: Been involved in life insurance & financial services for over a decade. My motto is "Purely in the client's interest." Dovetails with a fiduciary.

Bio: Based in the greater Seattle area