Bio: Efficient Advisor

Bio: Workflowy | Burlington, VT | Shipwright Advisors (RIA) | Wealthbox+Altruist+Asset-Map+IncomeLab+Shipwright Wealth Console (custom no-code app)

Bio: Sole RIA at Hive Retirement Planning in NYC. Part of XYPN, I use RightCapital, Income Lab, Holistiplan, Fathom, & Wealthbox.

Bio: Grew up in NEPA; Harrisburg PA after college except for two foreign stays in Australia & Paramus, NJ. :) CPA providing personal financial planning.

Bio: Frisco, TX advisor looking forward to being part of a fun mastermind group.

Bio: I'm in the process of launching my own RIA after 20 years of having a Solo Tax & Accounting Practice.

Bio: ✍️ Writer ~ AdvisorTechBook.com