Bio: I'm passionate about building meaningful relationships focusing on helping individuals, businesses, and families be financial prepared and protected.
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.
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.
Bio: Member Marketing Associate |
Motivated & Dynamic with Experience in Sales |
B.A. of Sociology & Psychology University of California, Santa Barbara
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.