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

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

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

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

Bio: Always trying to build a better mousetrap, before all the cheese is gone.

Bio: Help folks have peace of mind. Family, grandkids, outdoors, biking.

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

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

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