Bio: EA at SDP

Bio: Chad has 6 yrs experience as a Regional Consultant, specializing in 1031 exchanges and Opportunity Zone investing. He now heads Strategic Sales at CF.

Bio: I'm a CPA/Tax Firm Owner looking to turn my knowledge into a program and gain freedom & time.

Bio: Peer-reviewed provider of tax (prep, planning & projections), accounting & reporting, and advisory services to individuals, entrepreneurs, and SMEs.

Bio: Retirement Income and Legacy Consultant, Financial Team Collaborator, Pastor, Author, Podcaster, Avid Golfer, and Grandfather.

Bio: Ken offers financial planning service including educational workshops, retirement income planning, investment management, and extended care planning.

Bio: Investment Advisor & Agency owner. Dallas based.

Bio: I’m interested in helping creating thoughtful partnerships.

Bio: CPA Team-Based ModelConsultant.

Bio: Team-Based Model Consultant

Bio: Errol Roy holds double masters in Finance and Accounting. As a serial entrepreneur, he owns an accounting firm, a realty, and a mortgage brokerage.

Bio: Financial Advisor, CFA

Bio: CPA, MAcc Utah State University Weber State University I am married and have four children. I live in Utah and love the outdoors.

Bio: Kirby Sommerfeld is a seasoned entrepreneur with over 20 years of experience in market innovation, dynamic leadership, and business development.

Bio: Dad of 5. Husband of 1. Helping people build wealth to build The Kingdom

Bio: CEO of a tax and accounting firm that has shifted focus from compliance to tax planning. I personally am an Enrolled Agent with 15 years of experience

Bio: CEO - Elite Resource Team Father Husband Surfer

Bio: I'm a licensed attorney and Certified Public Accountant in Las Vegas, NV.

Bio: I am a Certified Real Estate Tax Strategist and Enrolled Agent with over 16 years of experience in tax and real estate.

Bio: - Been in the financial industry for 19 years - FINRA Licensed 7, 63, 66, 9 & 10. Florida Insurance License - Located in Winter Garden, FL -

Bio: Ms. Torres is Managing Partner of Global Law, and Founder and CEO of Global Tax. Ms.Torres is a veteran tax attorney with 30 years of experience.

Bio: Tax Planning Specialist

Bio: I’m excited to be a part of this group!

Bio: A full service accounting office

Bio: I am a seasoned real estate professional and small business owner with a foundation in finance. I am a devoted family man and enjoy traveling.

Bio: Studied accounting at CSUSB. In the the accounting and tax industry for over 20 years.

Bio: CPA servicing small businesses through CFO Services.

Bio: Joey holds a Master's degree in Accountancy from Georgia College & State University and is a licensed Certified Public Accountant in Georgia.

Bio: Tony Krance MBA CFP AIF has been a fiduciary advisor since 2005. Work with business owners as a virtual family office.

Bio: I help business owners and entrepreneurs save money on taxes using proactive tax strategies.