Bio: Bill Hall helps financial advisors scale with compliance software, marketing, tax strategies, and turnkey systems that attract affluent clients.

Bio: Somebody offered me a job at a mirror factory. That's something I could see myself doing!

Bio: Scaling

Bio: CFP®, EA, CDAA™, CLTC, runner, triathlete, dog lover, currently learning Italian and AI.

Bio: As the Managing Director of Redwood Tax, I oversee a team of highly qualified and experienced tax professionals dedicated to reducing your taxes.