Bio: Part of a team of 50+ financial specialist from various disciplines. Reduce taxes, expenses and risks for my clients. Be most relevant advisor.

Bio: Helping CPA’s offer more proactive and comprehensive planning to their high net worth and business owner clients through our Virtual Family Office.

Bio: Crushing chips and salsa like it’s my job...

Bio: Fiduciary financial advisor . Over 30 years in the business and focus on retirement and small businesses .

Bio: Background is in the Research and Development tax credit. I enjoy connecting clients with each other to help their businesses grow. Husband, dad of 2!

Bio: VFO Liaison: Elite Resource Team San Diego State University: B.S. 2008 University of the Rockies: M.A. 2017 Registered Yoga Teacher

Bio: Dale has invested 20 years in real estate as a Broker and Investor. The last 10 years as a Financial Advisor in wealth preservation and retirement.

Bio: Phil specializes in CPA Firm Growth & leads Whitman Transition Advisors - the single largest advisory organization for CPA firms in the Nation.

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

Bio: Michael Apollonsky