Followers 24
Al Devji
• Active 9h ago
Bio: My name is Al Devji, CEO of Devji Wealth Management. Our firm is located in Edison NJ. We work with successful Bus owners and Successful physicians.
Michael Uadiale
• Active 12h ago
Bio: I am a Master Tax Strategist that help our clients accelerate their wealth journey to financial freedom using tax reduction methods we provide.
David Corvi
Dallas, TX
• Active 2d ago
Bio: Father, husband, RE investor, entrepreneur, like to learn about finances, economy, productivity to grow and help to achieve goals.
Jessamyn Falls
• Active 10d ago
Bio: Hi! I'm Jessamyn. I've worked in accounting for 5 years now and am preparing for the CPA exam. I enjoy going on adventures with my dog in my free time
Ryan Puckett
• Active 11h ago
Bio: Business Consultant - Dynamic Family Office, LLC
Andrew Dinkelmeyer
Scottsdale AZ
• Active 65d ago
Bio: Wealth Advisor in Scottsdale AZ working with UHNW individulas predominantly using VFO and endowment style investment strategies.
Susan Marshall
Henderson NV
• Active 3d ago
Bio: Enjoy living life & the journey. My favorite place is on the water - Lake Mojave & Lake Powell. Eleven amazing grandchildren, family, friends, travel.
Jonathan Tubbs
Sarasota FL • INTP
• Active 12h ago
Bio: Chief Loophole Officer
Justin Searle
Pittsburgh, PA
• Active 183d ago
Bio: Justin Searle-VP of Sales at The Atticus Group. Helping businesses gain a competitive edge for talent with the implementation of non-qualified plans.
Phillip Isan
• Active 2d ago
Bio: Under construction ...
Ralph Hastings-Spaine
• Active 4d ago
Bio: Serve
Paavan Kotini
Richmond, VA
• Active 10h ago
Bio: Passionate, fun loving advisor, entrepreneur, innovator.
Lance Peters
Arlington, TX
• Active 2d ago
Bio: A veteran of over 20 years of experience, working with small business owners as their financial consultant.
Philip Whitman
• Active 11d ago
Bio: Phil specializes in CPA Firm Growth & leads Whitman Transition Advisors - the single largest advisory organization for CPA firms in the Nation.
Jameson Hollis
Boston • ENFP
• Active 119d ago
Bio: Registered Representative 7,6,63, SIE, Life & Health Founder @ getope.com CoFounder @ Movez a Techstars JP Morgan Portfolio Company
Aleksander Dyo
Los Angeles CA
• Active 1d ago
Bio: I introduce two unique tax saving strategies that help HNW clients by maximizing income tax deductions and tax deferral growth.
LaWanda Davis
Atlanta Ga
• Active 184d ago
Bio: I love creating win-win situations and can't wait to start creating win-win-win situations.
Dmitry Steinsapir
Austin, TX
• Active 2d ago
Bio: Dmitry's diverse finance expertise and personal development background = Ideal for comprehensive financial and tax planning.
Jack Branch
Covington, LA
• Active 3h ago
Bio: Jack Branch has been helping clients clearly layout their objectives, identifying the risks that inhibit those goals from becoming a reality.
Tracy Coffman
ESTJ
• Active 3d ago
Bio: Help CPAs live better.
Lloyd Herlong
Los Angeles, CA • ISFJ
• Active 7h ago
Bio: I'm a non-traditional financial advisor who helps businesses and individuals secure their financial future.
Ian Welham
Tampa, FL
• Active 1d ago
Bio: Proactive Facilitator
Jena Wilson
New Jersey
• Active 6h ago
Bio: Empowering Accountants and Financial Advisors to Build Synergistic Partnerships.
Bill Bedor
White Mountains of NH
• Active 751d ago
Bio: I am an entrepreneur, reformed public accountant and advisor to CPA's: also a passionate philanthropist, animal lover and plant strong athlete.
1-24 of 24
Andy Bowman
@andy-bowman-8398
Squirrel Wrangler and Cat Whisperer!

Active 2d ago
Joined May 24, 2022
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