Followers 18
Jena Wilson
New Jersey
Active 7h ago
Bio: Empowering Accountants and Financial Advisors to Build Synergistic Partnerships.
Nadia Saidi Connolly
San Diego, California
Active 237d ago
Bio: *
Ryan Foncannon
Evansville, indiana
Active 526d ago
Bio: Here to Skool you all.
Bill Bedor
White Mountains of NH
Active 1267d ago
Bio: I am an entrepreneur, reformed public accountant and advisor to CPA's: also a passionate philanthropist, animal lover and plant strong athlete.
Jack Branch
Covington, LA
Active 1d ago
Bio: Jack Branch has been helping clients clearly layout their objectives, identifying the risks that inhibit those goals from becoming a reality.
Dmitry Steinsapir
Austin, TX
Active 7h ago
Bio: Dmitry's diverse finance expertise and personal development background = Ideal for comprehensive financial and tax planning.
Vincent Mongare
Active 58d ago
Bio: Financial advisor . Helping families and business owners put their financial house in order
Dan Zimanski
Covington, LA
Active 100d ago
Bio: Dan Zimanski is a proven executive, leadership and business coach that is passionate about helping you make more money and work less!
Aleksander Dyo
Los Angeles CA
Active 6h ago
Bio: I introduce two unique tax saving strategies that help HNW clients by maximizing income tax deductions and tax deferral growth.
Mike Saunders, MBA
Denver, CO
Active 12h ago
Bio: I am an Authority Marketing Strategist helping financial professionals get new clients. Learn more: https://mikesaunders360.com/
Lance Peters
Arlington, TX
Active 7d ago
Bio: A veteran of over 20 years of experience, working with small business owners as their financial consultant.
Susan Marshall
Henderson NV
Active 1d ago
Bio: Enjoy living life & the journey. My favorite place is on the water - Lake Mojave & Lake Powell. Eleven amazing grandchildren, family, friends, travel.
Al Devji
Sugarland , TX
Active 7d ago
Bio: My name is Al Devji, Devji Wealth Management. Our firm is located in the Houston, TX area. We work with successful Bus owners and physicians.
Chris Casida
Active 61d ago
Bio: Livin' the dream in Austin, TX.
Charina Padilla
Active 6h ago
Bio: Strategic Tax Services helping CPAs & Advisors unlock tax savings wealth building though Cost Segregation, Energy Credits & Advanced Tax Incentives.
Ninett Amaya
Honolulu, Hawaii
Active 132d ago
Bio: Fin. Professional (Life Ins) @Worthington Financial Partners since 2015. Lic in CA, HI, MD, DC, VA. Experienced 15+ yrs w/contract negotiations-mgmt.
Amari Carter
Active 29d ago
Bio: Carrying the Boats | Veracity Advisers
Matthew Miller
La Jolla, CA
Active 2d ago
Bio: Provide U.S. International Tax Services to companies and individuals with outbound and inbound activities. Expert on export tax incentives.
Showing 18 of 18 users
Tracy Coffman
@tracy-coffman-3793
Help CPAs live better.

Active 3d ago
Joined May 25, 2022
ESTJ
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