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Jena Wilson
New Jersey
Active 4m ago
Bio:
Empowering Accountants and Financial Advisors to Build Synergistic Partnerships.
Jack Branch
Covington, LA
Active 4h ago
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Jack Branch has been helping clients clearly layout their objectives, identifying the risks that inhibit those goals from becoming a reality.
Justin Searle
Pittsburgh, PA
Active 893d ago
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Justin Searle-VP of Sales at The Atticus Group. Helping businesses gain a competitive edge for talent with the implementation of non-qualified plans.
Ariadne Prieto
Laguna Beach, CA
Active 389d ago
Bio:
Head of Strategy & BD | Crafting Solar Solutions for Lasting Wealth Preservation—Secure Your Spot
Cesar de la Cerda
Active 68d ago
Bio:
economic & numbers shepherd.
Gary Watts
Walnut Creek, CA
Active 3h ago
Bio:
CFP®, EA, CTC. Problem-solver. Founder of Watts Advisors VFO. Tax Plan IQ.
Charina Padilla
Active 4h ago
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Strategic Tax Services helping CPAs & Advisors unlock tax savings wealth building though Cost Segregation, Energy Credits & Advanced Tax Incentives.
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Harold Cromwell
@harold-cromwell-4079
Hi, my name is Hal Cromwell. I am from Austin, Texas and my company is Carpenter & Langford, Certified Public Accountants.
Active 5d ago
Joined Jun 29, 2022
Austin, Texas
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