Bio: Solar Tax Credits | 💼 Portfolio Manager | Private Wealth Solutions @ GreenDay Finance

Bio: CPA with 10+ years experience serving individuals, small businesses, and corporations with tax compliance and corporate accounting & finance services.

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

Bio: Client Relations Manager @ Inception Financial

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

Bio: A veteran of over 20 years of experience, working with small business owners as their financial consultant.