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.

Bio: Lifetime Vermonter, faith, family, friends & freedom! Certified Fraud Examiner. Fraud Risk Analyst. Deut 8:18

Bio: 29 years of IS Analyst. 11 years as a FedEx contractor. Sold the business and retired. Bored so I did part time work. We both retired June 2025