Bio: Tax and Finance entrepreneur since 2007, former tax/civil litigation attorney, and financial strategist. We are scaling for the impact of excellence.

Bio: Real Estate Family Office Services, helping families manage and/or transition real estate assets.

Bio: Operations Advisor at January Capital Advisors

Bio: I am an Estate & Tax Planning Attorney / Wealth Strategist for Affluent Families, and their Family Offices and Trusted Advisors. Ask how we can help!

Bio: VFO Liaison: Elite Resource Team San Diego State University: B.S. 2008 University of the Rockies: M.A. 2017 Registered Yoga Teacher

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

Bio: Author - The Short Book Formula: A Financial Professional's Guide To Writing A Book In 6 Weeks To Attract Ideal Clients www.theshortbookformula.com

Bio: CEO - Elite Resource Team Father Husband Surfer