Bio: Manager of Client Relations at Inception Financial, helping private clients turn tax liability into long-term wealth, legacy, and clean energy impact.

Bio: Writer, essayist, poet

Bio: Head of Strategy & BD | Crafting Solar Solutions for Lasting Wealth Preservation—Secure Your Spot

Bio: Chad has 6 yrs experience as a Regional Consultant, specializing in 1031 exchanges and Opportunity Zone investing. He now heads Strategic Sales at CF.

Bio: I introduce two unique tax saving strategies that help HNW clients by maximizing income tax deductions and tax deferral growth.