Bio: Helping individuals and business owners with appropriate solutions.

Bio: President of Echelon Virtual Family Office (dba/Retirement Suite), Echelon Wealth, and Echelon Resource Teams.

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

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