Bio: Barry Goldwater is Principal of Goldwater Financial Group, an insurance advisory firm dedicated to delivering focused planning for family businesses.
Bio: CPA, CGA (Canada), CMA and CIA (USA)
Practicing CPA, d/b/a DCB Accounting and Tax Services
Fin Advisory in Investments and Insurance WFG Affiliate
Bio: Our firm has over 60yrs of combined experience helping individuals and businesses plan for the future using various strategies tools and technique's.
Bio: Dan Kaibel, CFP, CLTC Principal of Purpose Financial Planning LLC. enjoys Church involvement & following Chicago sports (sometimes more than others).
Bio: Stuart Founded, KAM, a boutique quantitative asset management firm in 2007 based on the principles that systematic strategies tend to perform better.
Bio: ESL VP of Business Development focused on selling companies in Consumer & Business Svcs sectors like HVAC, Roofing, Fencing, Logistics, Vets, & Dental
Bio: Kevin O'Brien, CFP, AIF, CAP, has provided comprehensive wealth management services to successful individuals and business owners for over 25 years.
Bio: Author, speaker, educator, and creator of the Unifi Wealth Planning Process that has helped clients plan for a successful lifestyle in retirement.