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

Bio: VFO Liaison: Elite Resource Team San Diego State University: B.S. 2008 University of the Rockies: M.A. 2017 Registered Yoga Teacher

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

Bio: Pam Brar, CPA, founded Optimize Accounting Solutions in the Bay Area. Pam specializes in high-quality tax and accounting solutions.

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

Bio: Passionate, fun loving advisor, entrepreneur, innovator.

Bio: National Financial Services, Inc. Greenville, South Carolina, United States

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