Followers 12
Aleksander Dyo
Los Angeles CA
• Active 9h ago
Bio: I introduce two unique tax saving strategies that help HNW clients by maximizing income tax deductions and tax deferral growth.
Robert Berrin
• Active 20h ago
Bio: Glad to join ERT!
Lance Peters
Arlington, TX
• Active 5d ago
Bio: A veteran of over 20 years of experience, working with small business owners as their financial consultant.
Phillip Isan
• Active 7h ago
Bio: Under construction ...
Joshua Walker
• Active 12d ago
Bio: Insurance Broker and Financial advisor that support businesses by helping them with strategic insurance planning and solutions to accomplish goals.
Susan Marshall
Henderson NV
• Active 2d ago
Bio: Enjoy living life & the journey. My favorite place is on the water - Lake Mojave & Lake Powell. Eleven amazing grandchildren, family, friends, travel.
Laurence Whittam
New Jersey
• Active 11d ago
Bio: Founder of Impact Global Solutions. An experienced advisor/coach/consultant who helps firms & businesses successfully Explore & Implement Outsourcing.
Chima Ebuka
• Active 118d ago
Bio: Insurance Agent
Eric Restrepo
Folsom, CA • ISTP
• Active 11h ago
Bio: Crushing chips and salsa like it’s my job...
Deborah Pfeifer
New York
• Active 55d ago
Bio: I help small businesses achieve their financial goals by connecting them with capital solutions, partnering from initial consultation to funding.
Mark Wade
Sarasota, Florida • ENTJ
• Active 10h ago
Bio: President of Echelon Virtual Family Office, Echelon Wealth, and Echelon Resource Teams where Eric Schwartz is our Director of Strategic Partnerships.
Craig Favara
• Active 9h 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.
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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 55d ago
Joined Oct 8, 2023
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