Bio: ✍️ Author ~ AdvisorTechBook.com

Bio: Lead Coach at Simplicity Ops

Bio: Agatha has 30 years of experience working with multi-generational wealth. She blends disciplines as a CFP, CPWA, Executive Coach and Family Systems

Bio: Client services professional by day, busy mom to two little kids by night. I love to connect with other ops professionals 1-on-1, so send me a msg!

Bio: Operations Advisor at January Capital Advisors