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

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

Bio: President of Echelon Virtual Family Office, Echelon Wealth, and Echelon Resource Teams where Eric Schwartz is our Director of Strategic Partnerships.

Bio: At Curious Finance, we put learning first. We explain things in simple ways and then use tools to save money, making sure retirement is comfortable.

Bio: Just a guy who wants to get better and expand his practice.

Bio: Dan’s investment real estate career began in Southern California in 1990 before attending both Law and MBA school. Dan is a graduate of USC.

Bio: Financial Advisor. Lives in Indiana, Kentucky, and Florida. Love to fish!