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

Bio: Timothy Holland, Proud father of 3 wonderful daughters with my beautiful wife Missy!

Bio: Retired Police officer. My team and I help people with their health and wealth preparations before and during their retirement.

Bio: I help individuals navigate their options for Medicare. I ensure that the client gets the best product suited for their needs. I am blessed!

Bio: Charitable Planning Specialist/Case Design for Legacy Tree Foundation.

Bio: I love the outdoors. Riding my motorcycle, golfing, biking, swimming, etc

Bio: Former banking and brokerage professional. I’m from NJ . Love helping people.

Bio: I began my career as a life insurance agent in 1992 and in 2003, I started Dupree Insurance Services and have been independent ever since.

Bio: I am Cincinnati Ohio, I am a preacher and also Life and Health Insurance Agent, I am here to learn.

Bio: Dianne has owned her own mortgage company for 8 years and has 26 years of accounting experience and James has over 25 years of insurance experience