Bio: ✍️ Writer ~ AdvisorTechBook.com

Bio: Financial Planner and Enrolled Agent. I enjoy nuanced conversations, reading/podcasts, Racquet Sports, and CrossFit. Husband. Father of three kids.

Bio: Strategic Marketing Maven | Transforming Client Events into Marketing Powerhouses | Event Advisors, Inc. Co-Founder & Co-CEO

Bio: I help advisors use video to connect with clients and prospects in a meaningful way.

Bio: Founder and CEO of Wealthtender.

Bio: CEO, Business Advisor, Husband, Dad, Insatiably Curious🤓, Love 📚☕️ | Collaborator 🎯, Impact Leader🚀

Bio: 25+ years: Married to Ob/Gyn Physician | Father of 3 Boys | Wealth Management/RIA Founder | Physician Well-Being Advocate