Bio: I am an entrepreneur, reformed public accountant and advisor to CPA's: also a passionate philanthropist, animal lover and plant strong athlete.

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

Bio: I help people be better and do better.

Bio: Financial Advisor at Wealth Innovation Group

Bio: Witty and with ruggedly handsome good looks...he takes dead aim before firing!

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

Bio: https://collectivevfo.com/

Bio: Jonies guy

Bio: Chief Investment Officer for the Pelican Family Office in Southeast Louisiana.

Bio: Based in the SF Bay Area. Interested in the markets and hobbies these days is mostly hanging out with family.

Bio: President & CEO of Level 5 Financial a boutique wealth management firm focised on tax optimized retirement planning and investment managements

Bio: Dmitry's diverse finance expertise and personal development background = Ideal for comprehensive financial and tax planning.

Bio: We work w/business owners to generate more wealth by implementing strategies that reduce taxes, and protect assets to allow them to give generously.

Bio: Ed is Founder of EliteWealthPartners We provide personal/business/investment advisory services to growing middle market companies and wealthy families

Bio: Help CPAs live better.

Bio: Patriotic American.

Bio: Tax-Free Wealth Group LLC and our niche is guaranteed lifetime income, high cash value life insurance, business tax mitigation and exit strategies.

Bio: I am Owner/Founder of BACK9 Advanced Tax Planning Solutions. I provide clients with proactive, advanced and holistic planning solutions. I enjoygolf!

Bio: I am into Helping people achieve everything they have ever dreamed about. Everything is possible with the right attitude.

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

Bio: I have served at every level in the field since 2006. Happily married with 2 children and a beagle. Reside in the Nashville, TN metro area.

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

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

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

Bio: Part owner in Seal Of Promise Wealth Management. Big supporter in my community.

Bio: Business Consultant - Dynamic Family Office, LLC

Bio: Resume is attached

Bio: Under construction ...

Bio: We prioritize education, simplify complex concepts, & utilize tools to save money, ensuring a comfortable retirement for our clients.