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

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

Bio: Corby E. Hansen, CLTC, CASL® has almost three decades of financial services & insurance experience.Director, mentor, wealth creator, builder of teams.

Bio: Maturing advisor looking forward to helping High Net Worth/Business Owners simplify their lives and maximize their wealth.

Bio: Breakwater Accounting & Advisory