Bio: Proactive Facilitator

Bio: CPA with 25+ plus in advanced tax planning

Bio: President | Integrator, ClearPoint Family Office

Bio: Josh Smith. Dental Claim Support

Bio: KCH

Bio: Member Relations Manager

Bio: Partner in national law firm. Help business owner clients grow their businesses, plan their exits and then do the exit transactions for them.

Bio: Helping service based entrepreneurs earning $500k plus save 5 to 6 figures on taxes and build long term wealth. IG @thegreatestlakee

Bio: As Managing Partner and Founder of Stratax Consulting, Eli Wagler brings nearly two decades of comprehensive expertise.

Bio: My family is on the go with activities and between work and family hard to get free time, lol.

Bio: I am new to the VFO Community, so I am anxious to learn more.

Bio: CPA. MBA. Moved overseas in 1997. I live between Thailand and Panama now my niche is Expat Americans all clients live outside of the USA.

Bio: Carson Capital

Bio: Financial Advisor with Bonfire Financial, Colorado Springs, CO.

Bio: CPA Firm owner providing personalized tax and accounting services for small businesses and individuals

Bio: I am a licensed CPA from Oklahoma, providing accounting, consulting, and tax preparation/planning services to clients from a wide range of industries.

Bio: Tax Director

Bio: Matt is a Colorado Certified Public Accountant and Certified Valuation Analyst who specializes in tax work, business valuation, and ESOP services.

Bio: Business owner in NC

Bio: Tax strategist solely focused on programs designed to assist accredited investors in exceeding their annual tax planning goals.

Bio: Unlike conventional financial planners, I don't take money out of my client's pockets, I put money in their pockets.

Bio: Life agent obsessed with efficient wealth strategies & high-level collaboration. I develop and coach agents to elevate our industry identity

Bio: Specialization in alternative investments and development of private offerings.

Bio: CPA with over 30 years' experience. My passion is helping clients maximize their post-tax net worth with comprehensive tax planning.

Bio: Melissa Compeaux, CPA

Bio: Summit Wealth Strategies

Bio: Experienced financial professional. I thoroughly enjoy getting individuals, families, and business owners set up with a sound financial strategy.

Bio: CEO at Ballast Rock Private Wealth

Bio: Private & public accounting experience. Providing Business Advisory services to individuals, small & medium size businesses.

Bio: Michael Graff ChFC, CTA, NSSA Focus on retirement income planning and investment management