Bio: Clu,Chfc, Chfebc, LTCP, masters from Purdue in Charitable planning

Bio: I help clients reduce or eliminate income taxes, estate planning and managing assets to grow wealth and protect their savings.

Bio: Coach - First Tee of Delaware

Bio: Worked over 30 years as a financial professional. Love to take my 4 dogs hiking on the trails behind my home.

Bio: Advisor

Bio: Student of the ancient mysteries exploring the nature of consciousness. Internal guidance system activated. Equal parts Clint, Curly & Gandhi.

Bio: tax reduction specialist

Bio: I have always thought out of the box in terms of financing. One of my greatest joys is helping people with their financial well-being.

Bio: Married 40 plus years 2 kids 3 grand kids. Been in the financial services industry for 40 years. I help people find solutions to taxes and planning.

Bio: As the Managing Director of Redwood Tax, I oversee a team of highly qualified and experienced tax professionals dedicated to reducing your taxes.

Bio: Based in the greater Seattle area

Bio: Bill Hall helps financial advisors scale with compliance software, marketing, tax strategies, and turnkey systems that attract affluent clients.

Bio: 20 years as a financial services professional. Help individuals and families manage their money, mitigate taxes and lock in their lifestyle.

Bio: I am the Managing Director of Sovereign Financial and have more then 20 years experience in the Insurance and financial services industry.

Bio: I show business owners and HNW individuals how to reduce taxes and preserve their wealth