hold

A Trusted Financial Consultant for 15 years helping individuals to achieve their financial goals,

Client Success Strategist

Podcaster. Yoga Teacher. Project Management Professional. PMP Coach. Retreat Leader

Wealth Advisor and Financial Specialist with 1.oak Financial. Located in Nashville, TN. Car and fitness fanatic. The best is yet to come!

Private Wealth Associate - Series 7 and Series 66 licensed

Making a difference where I can

I teach people their math

Hello! We're Amirra, OT & Mazi, CRNA. We're passionate about increasing financial literacy for healthcare professionals.

Virtual Assistant at 1.oakFinancial

Stories are who we are!

Legacy/Financial Specialist with 1.oak Financial

Novice with a penchant for learning and commitment to get out of the rat race

Figuring out what Skool is about.

new to financial services sales

Jeff Bone, CFP®, CPA is a fiduciary investment advisor and founder of Principled Wealth Management. Smart Planning | Strategic Guidance.

Enjoy inspiring people and hosting home gatherings and I LOVE playing the drums. Animal lover/fitness enthusiast living in a beautiful coastal town.

Director of Growth with Mike Milligan's Office

MT

Faith

Jorge Andres Alvarez Jimenez

I am a business analyst.

Banker, Project Manager, Financial Advisor.