Following 2
Kate Guillen
Carlsbad, CA
Active 6h ago
Bio: Founder of Simplicity Ops - We teach financial advisors how to run better businesses
Natalie Bergsma
Active 57d ago
Bio: I'm known for turning goals into results. When I'm not coaching advisors/teams, I'm reading very dorky books, dancing, and coaching Anxious Mommas.
Showing 2 of 2 users
Aaron Sipherd
@aaron-sipherd-4231
CPA firm and RIA/Wealth Management Firm owner.

Active 206d ago
Joined Jan 28, 2025
Powered by