Bio: I’m an independent insurance agent. I’m fairly new to the industry. I sell FEX, mortgage protection, IUL’s $ annuities.

Bio: Here to Skool you all.

Bio: CPA Team-Based ModelConsultant.

Bio: McHenry Advisers- Director of Strategic Relationships

Bio: Jonies guy

Bio: Registered Representative 7,6,63, SIE, Life & Health Founder @ getope.com CoFounder @ Movez a Techstars JP Morgan Portfolio Company

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

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.