Bio: Empowering Accountants and Financial Advisors to Build Synergistic Partnerships.

Bio: Looking to learn and add value!

Bio: Enjoy living life & the journey. My favorite place is on the water - Lake Mojave & Lake Powell. Twelve amazing grandchildren, family, friends, travel.

Bio: A

Bio: Crushing chips and salsa like it’s my job...

Bio: Dan’s investment real estate career began in Southern California in 1990 before attending both Law and MBA school. Dan is a graduate of USC.

Bio: Jack Branch has been helping clients clearly layout their objectives, identifying the risks that inhibit those goals from becoming a reality.

Bio: I help families and entrepreneurs create legacies and cash flow in retirement

Bio: I introduce two unique tax saving strategies that help HNW clients by maximizing income tax deductions and tax deferral growth.

Bio: I help you eliminate market losses, eliminate taxes, protect & grow wealth safely w liquidity & tax benefit using life insurance & the tax code.

Bio: CLU, ChSNC, LUTCF, Retirement Solutions Parter: Impacting Lives & Changing Retirement!

Bio: Strategic Tax Services helping CPAs & Advisors unlock tax savings wealth building though Cost Segregation, Energy Credits & Advanced Tax Incentives.

Bio: Head of Strategy & BD | Crafting Solar Solutions for Lasting Wealth Preservation—Secure Your Spot