Bio: I introduce two unique tax saving strategies that help HNW clients by maximizing income tax deductions and tax deferral growth.

Bio: Glad to join ERT!

Bio: I’m the founder of a client-first advisory platform focused on tax-efficient planning, risk management, and wealth transfer strategies.

Bio: Creating tax advantages and financial security by combining knowledge & experience with proven systems, strategies, and processes to achieve victory.

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