Bio: I introduce two unique tax saving strategies that help HNW clients by maximizing income tax deductions and tax deferral growth.

Bio: Glad to join ERT!

Bio: A veteran of over 20 years of experience, working with small business owners as their financial consultant.

Bio: Under construction ...

Bio: Insurance Broker and Financial advisor that support businesses by helping them with strategic insurance planning and solutions to accomplish goals.

Bio: Enjoy living life & the journey. My favorite place is on the water - Lake Mojave & Lake Powell. Eleven amazing grandchildren, family, friends, travel.

Bio: Founder of Impact Global Solutions. An experienced advisor/coach/consultant who helps firms & businesses successfully Explore & Implement Outsourcing.

Bio: Insurance Agent

Bio: Crushing chips and salsa like it’s my job...

Bio: I help small businesses achieve their financial goals by connecting them with capital solutions, partnering from initial consultation to funding.

Bio: President of Echelon Virtual Family Office, Echelon Wealth, and Echelon Resource Teams where Eric Schwartz is our Director of Strategic Partnerships.

Bio: Vice President of Sales at Bulk Mineral, I assist individuals with creative tax strategies that help them reduce their ordinary income come year end.