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

Bio: Desiring to see people grow, I have served thousands of people globally, resulting in $10's of Billions, in capital, consultancy, and cost reduced.

Bio: Focus on: 1-Cash Flow to People & Businesses when there is an Illness or Accident (Disability); 2-Asset Protection (Long-Term Care); 3-Life Insurance

Bio: Jack Branch has been helping clients clearly layout their objectives, identifying the risks that inhibit those goals from becoming a reality.

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

Bio: Outside of work I enjoy spending time with my daughter Caroline, Fishing, and Paddle boarding.

Bio: Core Family Office was founded in 2017. We focus on tax strategies & deferrals using all assets classes. I co-founded Core Family Office & companies.

Bio: Empowering Accountants and Financial Advisors to Build Synergistic Partnerships.