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Willie Regits
MD
Active 1d ago
Bio:
W2 employee looking to start a family office, reduce taxes as I convert IRA funds. End goal: raise daughter's financial literacy so she can take over.
Andreea Timberlake
@andreea-timberlake-1387
Traditional investor to date. Career break @53 for family caregiving; returning to work @58. Goals: diversify beyond IRAs, ⬇️ taxes, ⬆️ cash flow.
Active 2d ago
Joined Jul 9, 2026
DFW Metroplex
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