Bio: Head of Strategy & BD | Leading Solar Energy Investments Across the U.S. | Let's Talk Solar Investments—Grab a Slot!

Bio: I am a Certified Tax Planner as well as a Certified Tax Resolution Specialist. I "look through the window" of tax controversy when I do tax planning.

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

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

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