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Following 6
Nathan Brown
Beaverton, OR • ENTJ
Active 1d ago
Bio:
Wealth Advisor. I lead a virtual family office team at Farther. Outside the office, I enjoy the outdoors with my wife Luiza.
Linc Campbell
Fort Worth, TX
Active 16d ago
Bio:
Leadership - Behavioral and Values Based Advice - High Quality Bias - Business Owner
Carrie Kiser
Active 11d ago
Bio:
Tax-slaying, spreadsheet-loving accountant who loves saving clients money almost as much as wine, travel, and spoiling my dogs. Located in Phx, AZ.
Luka Kelly
Active 2d ago
Bio:
Client Relations Manager @ Inception Financial
Ted Vergis
Active 10d ago
Bio:
VP of Client Relations for Inception Financial and have been in solar/finance for 15 years helping folks reduce tax liability via renewables.
Tracy Miller
Pasadena,Ca
Active 56m ago
Bio:
VFO Liaison: Elite Resource Team
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Rob Kelly
@rob-kelly-6030
Manager of Client Relations at Inception Financial, helping private clients turn tax liability into long-term wealth, legacy, and clean energy impact.
Active 11h ago
Joined Apr 14, 2025
charleston, sc
22
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6
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