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.
Bio: Focus on:
1-Cash Flow to People & Businesses when there is an Illness or Accident (Disability);
2-Asset Protection (Long-Term Care);
3-Life Insurance
Bio: CPA/CVA located in Southern Indiana specializing in small to medium sized business high level tax planning. Our Proactive Team Advisor is Jim Jones.
Bio: President of Echelon Virtual Family Office, Echelon Wealth, and Echelon Resource Teams where Eric Schwartz is our Director of Strategic Partnerships.
Bio: I started my career in 2009 & started branding Hill Financial Group Inc. I enjoy a lifestyle of travel with my wife Johna & daughters Journee & Shiloh
Bio: A member of Alpha Omega Wealth’s Infinite Banking team. Strategic Wealth Advocate bringing his passion and dynamic experience to every client meeting.
Bio: Peter holds series 7, 63, 65 and 24 licenses with FINRA. He also holds insurance licenses in 8 states, as well as CFP, CRPC and MPAS designations.
Bio: Enjoy living life & the journey. My favorite place is on the water - Lake Mojave & Lake Powell. Eleven amazing grandchildren, family, friends, travel.