Bio: Insurance planning professional. Interested in a play-work balance with win/win/win partnerships. Allowing abundance to flow in all areas.

Bio: I'm the director of advanced planning and I've used the team approach for my clients benefit. I also have a love for God and my church.

Bio: I help people take the next right step.

Bio: Investor

Bio: Mary Garza has been in the financial industry since 2007. She founded Platinum Tax Advisory with a goal to build strong and lasting relationships.

Bio: Financial Planner in the retirement space.

Bio: Financial advisor love what I do since 2003!!

Bio: I help healthcare professionals to leverage IRS Tax Codes to amplify their wealth

Bio: I am Registered Financial Consultant. I enjoy spending time with friends, family clients and traveling. Am an avid reader of financial world.

Bio: Financial Coach interested in helping people get their financial house in order through our process "The Journey"

Bio: I own a financial firm that specializes in legacy planning for pro athletes , business owners and key individuals.

Bio: CPA Team-Based ModelConsultant.

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