Followers 12
Craig Favara
Active 839d ago
Bio: Vice President of Sales at Bulk Mineral, I assist individuals with creative tax strategies that help them reduce their ordinary income come year end.
Mark Wade
Sarasota, Florida • ENTJ
Active 60d ago
Bio: President of Echelon Virtual Family Office (dba/Retirement Suite) and Echelon Wealth.
Deborah Pfeifer
New York
Active 948d ago
Bio: I help small businesses achieve their financial goals by connecting them with capital solutions, partnering from initial consultation to funding.
Eric Restrepo
Folsom, CA • ISTP
Active 14h ago
Bio: Crushing chips and salsa like it’s my job...
Chima Ebuka
Active 1011d ago
Bio: Insurance Agent
Laurence Whittam
New Jersey
Active 492d ago
Bio: Founder of Impact Global Solutions. An experienced advisor/coach/consultant who helps firms & businesses successfully Explore & Implement Outsourcing.
Susan Marshall
Henderson NV
Active 20h ago
Bio: Enjoy living life & the journey. My favorite place is on the water - Lake Mojave & Lake Powell. Twelve amazing grandchildren, family, friends, travel.
Joshua Walker
Active 905d ago
Bio: Insurance Broker and Financial advisor that support businesses by helping them with strategic insurance planning and solutions to accomplish goals.
Phillip Isan
Active 14d ago
Bio: I help you eliminate market losses, eliminate taxes, protect & grow wealth safely w liquidity & tax benefit using life insurance & the tax code.
Lance Peters
Arlington, TX
Active 21h ago
Bio: A veteran of over 20 years of experience, working with small business owners as their financial consultant.
Robert Berrin
Active 12d ago
Bio: Glad to join ERT!
Aleksander Dyo
Los Angeles CA
Active 15h ago
Bio: I introduce two unique tax saving strategies that help HNW clients by maximizing income tax deductions and tax deferral growth.
Showing 12 of 12 users
Philip Whitman
@philip-whitman-3311
Phil specializes in CPA Firm Growth & leads Whitman Transition Advisors - the single largest advisory organization for CPA firms in the Nation.

Active 660d ago
Joined Oct 8, 2023
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