Bio: Empowering Accountants and Financial Advisors to Build Synergistic Partnerships.

Bio: VFO Liaison: Elite Resource Team

Bio: Proactive Facilitator

Bio: Making Annuities cool again.

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

Bio: I am someone who loves to feel progress, whether that be in relationships, exercise, or business. I coordinate a Virtual Family Office from Salt Lake.

Bio: Kate is MultiFunding's chief marketing officer; has been working side-by-side with Ami Kassar for more than thirteen years.

Bio: Deborah is the Director of Partnerships with Cultivate Advisors. We align when the business owner scales, grows and increases the enterprise value.

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

Bio: Eric Runge: 20Y in markets, 1,000+ hrs in Bitcoin macro. Architect of Veritas’ Bitcoin sleeve—built for asymmetric upside & real protection.

Bio: I'm Derek Spitzer and I am with HIG Captive Insurance Group, LLC. We are owned by Higginbotham, a top 20 insurance broker in the U.S.

Bio: Jason Posey, I am the Director of Advance Planning for EDP Assurance LLC. Love hanging out with the family. It's a privilege to be in this Community

Bio: Works with business owners to maximize their wealth.

Bio: Member Success Manager | B.A. of Sociology & Psychology University of California, Santa Barbara

Bio: CEO - Elite Resource Team Father Husband Surfer