Bio: Jack Branch has been helping clients clearly layout their objectives, identifying the risks that inhibit those goals from becoming a reality.

Bio: Hi there, everyone I am an agent and looking to learn a little and share as much as I can on what works for me. It will work for you too.

Bio: I have been a Registered Investment Advisor assisting clients to reduce taxes and protect, manage and transfer wealth for over 30 years

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

Bio: Enjoy living life & the journey. My favorite place is on the water - Lake Mojave & Lake Powell. Eleven amazing grandchildren, family, friends, travel.

Bio: Phil specializes in CPA Firm Growth & leads Whitman Transition Advisors - the single largest advisory organization for CPA firms in the Nation.

Bio: Fiduciary financial advisor . Over 30 years in the business and focus on retirement and small businesses .

Bio: President + Private Wealth Advisor living and working in Sunny Scottsdale, AZ. Our Family Office focuses on HNW/UHNW + Business Owners

Bio: Vice President of Sales at Bulk Mineral, I assist individuals with creative tax strategies that help them reduce their ordinary income come year end.

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Bio: I am an Authority Marketing Strategist helping financial professionals get new clients. Learn more: https://mikesaunders360.com/

Bio: Private Wealth Advisor for Wisdom Pointe Wealth Advisors, 20+ years as a financial advisor

Bio: My name is Al Devji, Devji Wealth Management. Our firm is located in the Houston, TX area. We work with successful Bus owners and physicians.

Bio: Head of Strategy & BD | Crafting Solar Solutions for Lasting Wealth Preservation—Secure Your Spot

Bio: Strategic Tax Services helping CPAs & Advisors unlock tax savings wealth building though Cost Segregation, Energy Credits & Advanced Tax Incentives.

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: A financial advisor and tax planning specialist at LifePlan, uniquely positioned with a dual background in financial advising and tax planning.