Followers 650
Tom Thalman
• Active 3h ago
Bio: 30 year veteran and CFP® working with pre and post retirees on comprehensive retirement income and tax planning.
Jeff Jones
• Active 10h ago
Bio: Comprehensive Financial Advisor at McAdam Financial. Series 65, Life & Health, CRPC™
Nick Knudsen
• Online now
Bio: I am a Financial Planner. I went to Cal Poly SLO. My wife Torry and I have 3 sons and live in wine country in Santa Rosa CA.
Ian Rodger
• Active 2d ago
Bio: Accountant, Entrepreneur, Business Owner
John Roberts
• Active 5d ago
Bio: I'm new here
Trey Freiberg
• Active 8h ago
Bio: Tax Director at Attracct Accounting Advisors. CPA with 10+ years of experience. Began my career at KPMG where I serviced a wide range of clients.
Jackie Meyer
Dallas tx • INTJ
• Active 3h ago
Bio: Recovering CPA, speaker, software developer, and serial entrepreneur, passionate 4 innovating tax firms & helping find peace, hope, & love in work.
Dan Allison
• Active 1h ago
Bio: Co-Founder
David DeCelle
Apollo Beach, FL
• Active 1h ago
Bio: Co-Founder of the Exchange and CEO of Model FA
Travis McFarland
Houston
• Active 3h ago
Bio: Financial professional seeking to change lives.
Andrew McReynolds
• Active 2d ago
Bio: Co-Founder of Monarch Grove Wealth, Advisor for 16yrs with my CFP. Live with my wife in Lake Balboa CA
Chai Pan Ngai
• Active 3h ago
Bio: I'm a CFP looking to grow!
Andrea Wakilina
Gilroy, CA
• Active 2m ago
Bio: I'm passionate about building meaningful relationships focusing on helping individuals, businesses, and families be financial prepared and protected.
Matthew Stewart
• Active 14d ago
Bio: Financial Representative in Corinth MS helping individuals, families and business owners plan for their financial future.
David Wilkins
• Active 3d ago
Bio: I have over 35 years of accounting & IT consulting experience having been with 4 of the Big8, IBM and my firm working with businesses of all sizes.
Ina Masten
San Diego, Ca
• Active 4h ago
Bio: Fractional CFO working with small to medium size businesses helping them To scale their businesses for growth without growing broke
Jacob Sannon
Sarasota FL
• Active 25m ago
Bio: CPA with years in accounting & finance. Expert in tax prep, reporting, and planning. MBA from Univ. of Idaho. Owner of Congdon & Co.
Jack Olson
• Active 22d ago
Bio: Planning Coordinator at Wealth Innovation Group
John Nelson
• Active 2d ago
Bio: John is a wealth advisor serving CPA organizations and their high net worth family, foundation, and business clients for the last twenty-five years.
Meena Nimmagadda
• Active 24d ago
Bio: I help people invest in tax-free retirement vehicles and I am interested in learning further about tax savings to benefit my clients.
Eddie Sidel
• Active 32d ago
Bio: Eddie
Roy Hall
Billings, MT
• Active 3h ago
Bio: Previously a physician for forty years taking care of folks physical health, I burned out. Now I help them fiscally and love it.
Jeshua Morgan
Indiana
• Active 1d ago
Bio: CEO AC & Safe Money Inc..."The Guardian of Generational Wealth" Asset Preservation.....Lifetime Income Planning Solutions....Tax-Free Retirement
Justin Poole
• Active 16d ago
Bio: Justin Poole, CPA
Roshonda Franklin
• Active 3d ago
Bio: Business Owner Mother of 3 girls
Jake Rothman
• Active 21d ago
Bio: Jake Rothman serves clients with comprehensive wealth management on a fiduciary, fee-only basis, leaning on his background as a CPA and investor.
Greg Anderson
• Active 1d ago
Bio: Helping business owners get centered and know what that feels like when its achieved! Choose your hard!
Sarah Freitas
San Diego
• Active 20m ago
Bio: Member Marketing Associate | Motivated & Dynamic with Experience in Sales | B.A. of Sociology & Psychology University of California, Santa Barbara
Jacob Fleming
• Active 6h ago
Bio: Jacob is President and CEO of Ascendancy. Ascendancy is a firm that helps construction companies increase profits and decrease tax liabilities.
Fred Day
Memphis, TN
• Active 29d ago
Bio: Owner of a solo CPA practice in Memphis, TN I focus on helping small business clients grow their companies and plan for future ownership transitions.
1-30 of 650
Jena Wilson
@jena-wilson-6917
Empowering Accountants and Financial Advisors to Build Synergistic Partnerships.

Active 31m ago
Joined Apr 1, 2022
New Jersey
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