Bio: Looking to make my mark in this life

Bio: President | Integrator, ClearPoint Family Office

Bio: CEO for Vibrant Wealth, a Private Wealth Management firm specializing in high net worth and Ultra high net worth clients

Bio: global group

Bio: Member Relations Manager

Bio: Stick around If you are curious - because curiosity always pay off

Bio: .

Bio: As Managing Partner and Founder of Stratax Consulting, Eli Wagler brings nearly two decades of comprehensive expertise.

Bio: I am new to the VFO Community, so I am anxious to learn more.

Bio: My family is on the go with activities and between work and family hard to get free time, lol.

Bio: Helping service based entrepreneurs earning $500k plus save 5 to 6 figures on taxes and build long term wealth. IG @thegreatestlakee

Bio: Dad and husband, that is making the transition to financial services from coaching college basketball. Excited to learn and build more relationships!

Bio: CPA. MBA. Moved overseas in 1997. I live between Thailand and Panama now my niche is Expat Americans all clients live outside of the USA.

Bio: Carson Capital

Bio: I help high income/net worth individuals recapture money normally lost to taxes and leverage it into additional multi-generational wealth

Bio: Financial Advisor with Bonfire Financial, Colorado Springs, CO.

Bio: Don Feldman founded Keystone Business Transitions in 2007 which specializes in Succession and Exit Planning and valuation of closely-held companies.

Bio: I am a licensed CPA from Oklahoma, providing accounting, consulting, and tax preparation/planning services to clients from a wide range of industries.

Bio: CPA Firm owner providing personalized tax and accounting services for small businesses and individuals

Bio: Business owner in NC

Bio: Matt is a Colorado Certified Public Accountant and Certified Valuation Analyst who specializes in tax work, business valuation, and ESOP services.

Bio: Unlike conventional financial planners, I don't take money out of my client's pockets, I put money in their pockets.

Bio: Life agent obsessed with efficient wealth strategies & high-level collaboration. I develop and coach agents to elevate our industry identity

Bio: Specialization in alternative investments and development of private offerings.

Bio: Tax Director

Bio: Director of Marketing & Client Relations at White Oak Wealth. She holds a Financial Paraplanner Designation and is licensed in P&C and L&H Insurance.

Bio: CPA with over 30 years' experience. My passion is helping clients maximize their post-tax net worth with comprehensive tax planning.

Bio: Private & public accounting experience. Providing Business Advisory services to individuals, small & medium size businesses.

Bio: Melissa Compeaux, CPA