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: CFP® and Chief Growth Officer of my multi-gen firm, The Miller Financial Group. I live on the road and travel the country full-time. Let's connect!
Bio: I'm finding out I don't know as much as I thought I did. I don't have all the answers, but here I've got the right people to ask! Pretty exhilarating.
Bio: Independent Financial Advisor assisting High Net Families/Individuals, Corporate Executives and Business Owners develop effective wealth strategies.
Bio: Enjoy living life & the journey. My favorite place is on the water - Lake Mojave & Lake Powell. Eleven amazing grandchildren, family, friends, travel.
Bio: Helping CPA’s offer more proactive and comprehensive planning to their high net worth and business owner clients through our Virtual Family Office.
Bio: Vince Annable, is CEO and founder of VFO Advisory Group and Wealth Strategies Advisory Group. He is also creator of The Household Endowment Model®.