Bio: Focused on helping business owners grow the value of their largest asset while simultaneously getting ready to have a great exit.

Bio: I help small businesses achieve their financial goals by connecting them with capital solutions, partnering from initial consultation to funding.

Bio: Here to Skool you all.

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.