Following 23
Jena Wilson
New Jersey
Active 1d ago
Bio: Empowering Accountants and Financial Advisors to Build Synergistic Partnerships.
Michael Apollonsky
Active 528d ago
Bio: Michael Apollonsky
Troy Brooks
NE Texas • ESFJ
Active 1d ago
Bio: Help people solve financial problems
Paavan Kotini
Richmond, VA
Active 2d ago
Bio: Passionate, fun loving advisor, entrepreneur, innovator.
Lance Peters
Arlington, TX
Active 91d ago
Bio: A veteran of over 20 years of experience, working with small business owners as their financial consultant.
LaWanda Davis
Atlanta Ga
Active 370d ago
Bio: I love creating win-win situations and can't wait to start creating win-win-win situations.
Milton Brown
Chicago
Active 164d ago
Bio: I am non-traditional Financial Strategist that focuses on maximizing income and minimizing taxes. I enjoy traveling, working out and watching movies.
Anton Anderson
Del Mar, California
Active 8h ago
Bio: CEO - Elite Resource Team Father Husband Surfer
Eric Runge
ENFJ
Active 3d ago
Bio: Eric Runge: 20Y in markets, 1,000+ hrs in Bitcoin macro. Architect of Veritas’ Bitcoin sleeve—built for asymmetric upside & real protection.
Lee Schwartz
Active 42d ago
Bio: Insurance planning professional. Interested in a play-work balance with win/win/win partnerships. Allowing abundance to flow in all areas.
Enyi Kanu
Cincinnati Ohio
Active 4d ago
Bio: 100X My Knowledge Provides our clients access to Industry Thought Leaders, Subject Matter experts and Specialists. "Talk To US...Expertise Matters"
Tracy Coffman
ESTJ
Active 7m ago
Bio: Help CPAs live better.
Murray Beaulieu
Active 2d ago
Bio: Somebody offered me a job at a mirror factory. That's something I could see myself doing!
Ian Welham
Tampa, FL
Active 8h ago
Bio: Proactive Facilitator
Jordan White
Mckinney TX
Active 403d ago
Bio: I help families and entrepreneurs create legacies and cash flow in retirement
Tracy Miller
Pasadena,Ca
Active 3h ago
Bio: VFO Liaison: Elite Resource Team
Wayne Green
Active 64d ago
Bio: Financial Coach and Advocate for families and businesses.
Aleksander Dyo
Los Angeles CA
Active 3d ago
Bio: I introduce two unique tax saving strategies that help HNW clients by maximizing income tax deductions and tax deferral growth.
Michael Simms
Active 2d ago
Bio: Witty and with ruggedly handsome good looks...he takes dead aim before firing!
Ralph Hastings-Spaine
Active 169d ago
Bio: Serve
Mark Wade
Sarasota, Florida • ENTJ
Active 29d ago
Bio: President of Echelon Virtual Family Office (dba/Retirement Suite), Echelon Wealth, and Echelon Resource Teams.
George Maina
Active 217d ago
Bio: George Maina is an Enrolled Agent/Accountant from Brookhaven PA.
Robert Annable
Scottsdale, AZ
Active 393d ago
Bio: President + Private Wealth Advisor living and working in Sunny Scottsdale, AZ. Our Family Office focuses on HNW/UHNW + Business Owners
Showing 23 of 23 users
Vincent Mongare
@vincent-mongare-4267
Financial advisor . Helping families and business owners put their financial house in order

Active 31d ago
Joined Mar 12, 2023
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