Bio: Financial advisor . Helping families and business owners put their financial house in order

Bio: Phil specializes in CPA Firm Growth & leads Whitman Transition Advisors - the single largest advisory organization for CPA firms in the Nation.

Bio: Working to make meaning changes to benefit our clients lives.

Bio: Founder & Director of Advanced Planning @ Common Cents Group Inc. Aristocrat of the soul. NYC.

Bio: CPA Team-Based ModelConsultant.

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

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.