Bio: I haven't traveled everywhere, but it's on my list.

Bio: I introduce two unique tax saving strategies that help HNW clients by maximizing income tax deductions and tax deferral growth.

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.