Bio: California CPA who used to be a banker.

Bio: Elite Resource Team, director of Member Success and Sales

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

Bio: James Ault, founder of Sooner Retirement, helps clients and CPAs create holistic retirement plans that maximize security and long-term success.

Bio: CPA

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

Bio: Focused on helping business owners grow the value of their largest asset while simultaneously getting ready to have a great exit.

Bio: Tax-slaying, spreadsheet-loving accountant who loves saving clients money almost as much as wine, travel, and spoiling my dogs. Located in Phx, AZ.

Bio: Member Marketing Associate | Motivated & Dynamic with Experience in Sales | B.A. of Sociology & Psychology University of California, Santa Barbara

Bio: urse of my career, I have successfully navigated complex loans to successful close and have been responsible for increasing SBA production

Bio: VFO Liaison: Elite Resource Team

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