Log In
Following 6
Tracy Miller
Pasadena,Ca
Online now
Bio:
VFO Liaison: Elite Resource Team
Ted Vergis
Active 11d ago
Bio:
Chief Revenue Officer for Inception Financial. I have been in solar/finance for 15 years helping folks reduce tax liability via renewables.
Luka Kelly
Active 18d ago
Bio:
Client Relations Manager @ Inception Financial
Carrie Kiser
Active 41d ago
Bio:
Tax-slaying, spreadsheet-loving accountant who loves saving clients money almost as much as wine, travel, and spoiling my dogs. Located in Phx, AZ.
Linc Campbell
Fort Worth, TX
Active 2h ago
Bio:
Leadership - Behavioral and Values Based Advice - High Quality Bias - Business Owner
Nathan Brown
Beaverton, OR • ENTJ
Active 5d ago
Bio:
Wealth Advisor. I lead a virtual family office team at Farther. Outside the office, I enjoy the outdoors with my wife Luiza.
Showing 6 of 6 users
Rob Kelly
@rob-kelly-6030
Manager of Client Relations at Inception Financial, helping private clients turn tax liability into long-term wealth, legacy, and clean energy impact.
Active 5d ago
Joined Apr 14, 2025
charleston, sc
38
Contributions
1
Followers
6
Following
Powered by