Bio: We prioritize education, simplify complex concepts, & utilize tools to save money, ensuring a comfortable retirement for our clients.

Bio: Passionate, fun loving advisor, entrepreneur, innovator.

Bio: Jack Branch has been helping clients clearly layout their objectives, identifying the risks that inhibit those goals from becoming a reality.

Bio: I am Owner/Founder of BACK9 Advanced Tax Planning Solutions. I provide clients with proactive, advanced and holistic planning solutions. I enjoygolf!

Bio: Dmitry's diverse finance expertise and personal development background = Ideal for comprehensive financial and tax planning.

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

Bio: Former fitness, health & wellness pro & biz owner. Recording artist/songwriter, musician, living in Los Angeles. Looking to optimize my mind and body!

Bio: I Write ✍🏽 I Teach 🎓 I Inspire ❤️ Carnivore Meat Elimination Diet. Miracle Diet Healing Journey🙏🏻 Carnivore Chronicle Stories 📚 @RachelMarrionMEd

Bio: Tax Expert in ERTC and R&D Tax Credit

Bio: Strategic Tax Services helping CPAs & Advisors unlock tax savings wealth building though Cost Segregation, Energy Credits & Advanced Tax Incentives.

Bio: Enjoy living life & the journey. My favorite place is on the water - Lake Mojave & Lake Powell. Eleven amazing grandchildren, family, friends, travel.