Bio: I am a Certified Tax Planner as well as a Certified Tax Resolution Specialist. I "look through the window" of tax controversy when I do tax planning.

Bio: Coming Soon

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

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

Bio: COO at Jucebox, focused on ROI Coaching and Marketing for Life & Annuity Agents. COO of JB Growth Partners and JB Wealth Advisors.