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Members 10
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1
Jeremiah Nolen
@jeremiah-nolen-2678
Chat
At Nextphase Advisors, our mission is to provide you with the confidence that you have a plan in place to avoid the most common pitfalls.
Active 2d ago
Joined May 1, 2023
Cullman, AL
1
Michelle Gessner
@michelle-gessner-5867
Chat
Owner/Founder of an RIA in Houston. CFP. Mother of two grown daughters, 1 large white dog, and 3 cats (I know, I know, it's a bit much!)
Active 324d ago
Joined Apr 6, 2023
1
Janet Goulart
@janet-goulart-6298
Chat
We create distribution strategies so you can live your LifeVision to the fullest.
Active 507d ago
Joined Apr 4, 2023
1
Tim Kuntz
@tim-kuntz-9658
Chat
Active 548d ago
Joined Apr 7, 2023
1
Tim Whisler
@tim-whisler-1462
Chat
I founded The Whisler Agency in 2004 and specialize in helping people avoid taking unnecessary risks in retirement.
Active 553d ago
Joined Apr 5, 2023
Morton IL
1
Aimee Spencer
@aimee-spencer-2653
Chat
advocating for people to dream up a better way. it involves lots of shifts. it requires collaboration. make, keep & do more. aimeespencer.com
Active 553d ago
Joined May 22, 2023
1
Kearston Cain
@kearston-cain-1542
Chat
I am a Financial Advisor in Colorado. I love 4 wheeling with my family, gardening and reading good books.
Active 569d ago
Joined Apr 5, 2023
1
Bill Spar
@bill-spar-9287
Chat
Too much to describe here. I would love to tell you about it in person.
Active 582d ago
Joined Apr 4, 2023
1
Jim Herzog
@jim-herzog-8508
Chat
Active 588d ago
Joined Apr 6, 2023
1
Melissa Matson
@melissa-matson-6711
Chat
For over 20 yrs I've helped good people make great decisions so they can enjoy the retirement of their dreams. I enjoy traveling & being outdoors.
Active 589d ago
Joined Apr 6, 2023
ThirdEntry Mastermind
skool.com/thirdentry-6979
A Friendly Helping Community of Foward-Thinking Professional Service Providers Who Want To Grow Their Businesses in 2023
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