Following 4
Active 21h ago
Bio: Co-Founder of Lead Advisor. Redefining Wealth Management Team Building.
www.lead-advisor.com
Active 7d ago
Bio: Based in Sacramento, CA.
Active 204d ago
Bio: Fractional COO
Illlinois • ISTJ
Active 13h ago
Bio: ✍️ Author ~ 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 166d ago
Joined Mar 10, 2025
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