Following 2
Jena Wilson
Jena Wilson
New Jersey
Active 41m ago
Bio: Empowering Accountants and Financial Advisors to Build Synergistic Partnerships.
Tracy Miller
Tracy Miller
Pasadena,Ca
Online now
Bio: VFO Liaison: Elite Resource Team
Showing 2 of 2 users
Scott Burch
Scott Burch
@scott-burch-7702
Helping CPA’s offer more proactive and comprehensive planning to their high net worth and business owner clients through our Virtual Family Office.
Active 36m ago
Joined Jun 16, 2022
Pasadena, CA
25
Contributions
6
Followers
2
Following
Powered by