Bio: Empowering Accountants and Financial Advisors to Build Synergistic Partnerships.

Bio: We focus on tax strategies & deferrals using all assets classes.

Bio: Part of a team of 50+ financial specialist from various disciplines. Reduce taxes, expenses and risks for my clients. Be most relevant advisor.

Bio: Outside of work I enjoy spending time with my daughter Caroline, Fishing, and Paddle boarding.

Bio: Under construction ...

Bio: Jack Branch has been helping clients clearly layout their objectives, identifying the risks that inhibit those goals from becoming a reality.

Bio: I introduce two unique tax saving strategies that help HNW clients by maximizing income tax deductions and tax deferral growth.

Bio: Justin Searle-VP of Sales at The Atticus Group. Helping businesses gain a competitive edge for talent with the implementation of non-qualified plans.