Bio: Over Twenty-five years of extensive, Accounting, Audit, Taxation and management services experience in Accounting, Audit, Taxation and management.
Bio: CPA/CVA located in Southern Indiana specializing in small to medium sized business high level tax planning. Our Proactive Team Advisor is Jim Jones.
Bio: Enjoy living life & the journey. My favorite place is on the water - Lake Mojave & Lake Powell. Eleven amazing grandchildren, family, friends, travel.
Bio: Founder of Impact Global Solutions. An experienced advisor/coach/consultant who helps firms & businesses successfully Explore & Implement Outsourcing.
Bio: President of Echelon Virtual Family Office, Echelon Wealth, and Echelon Resource Teams where Eric Schwartz is our Director of Strategic Partnerships.
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.