Bio: What I do is help others. Aside from barbell strength training, my dog and fly fishing, finance fascinates me.

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: Empowering Accountants and Financial Advisors to Build Synergistic Partnerships.

Bio: Enjoy living life & the journey. My favorite place is on the water - Lake Mojave & Lake Powell. Eleven amazing grandchildren, family, friends, travel.

Bio: Registered Representative 7,6,63, SIE, Life & Health Founder @ getope.com CoFounder @ Movez a Techstars JP Morgan Portfolio Company

Bio: I help small businesses achieve their financial goals by connecting them with capital solutions, partnering from initial consultation to funding.

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

Bio: Resume is attached

Bio: Head of Strategy & BD | Crafting Solar Solutions for Lasting Wealth Preservation—Secure Your Spot