Learning everyday to educate prospects and clients to build a better future.

CPA, 30+ years. Financial educator, coaching "out of the box" strategies (alternative assets, self-directed accounts, debt and tax management).

Not now

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Superstar

Empowering investors with Self-Directed IRAs & alternative assets | National Sales Manager focused on innovation & client-centric solutions.

I’m an experienced HR leader and founder of Firefly Workforce Solutions, a boutique fractional HR firm servicing the TX Hill Country and beyond.

I'm passionate about women supporting women in wealth, business, and financial freedom!

fairly new to Notion - anxious to learn

Empowering people in faith and finances with practical, purposeful guidance.

Sean Sanders

Marketing & Operations Assistant with a data-driven mindset and a passion for efficiency and creative problem-solving.

Partner and Sr. Advisor Development Consultant at Simplicity Group

Simplicity Rep.

Life insurance agent and retirement plan specialist with 27 years of experience Helping to transforming lives and well-being of our family and friends