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

Bio: Head of Strategy & BD | Crafting Solar Solutions for Lasting Wealth Preservation—Secure Your Spot

Bio: Resume is attached

Bio: Financial Planning for those who’ve outgrown generic advice

Bio: 30 year veteran of the financial wold. Entrepreneur and Managing Principal of three organizations.

Bio: Strategic Tax Services helping CPAs & Advisors unlock tax savings wealth building though Cost Segregation, Energy Credits & Advanced Tax Incentives.

Bio: Wealth and Tax Strategist in Wisconsin and Colorado. Outside of work, love travel, learning Spanish, golf and hockey.