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Active 45d ago
Bio: Co-Founder of Lead Advisor. Redefining Wealth Management Team Building.
www.lead-advisor.com
Active 7h ago
Bio: Based in Sacramento, CA.
Active 54d ago
Bio: Fractional COO
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Illlinois • INTJ
Active 5h ago
Bio: ✍️ Writer ~ AdvisorTechBook.com
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@kristen-mueller-6928
I am the founder and CEO of Birch River Financial, a fractional back-office operations firm for fee-based advisors and RIA firms.
Active 57d ago
Joined Mar 10, 2025
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