Bio: CEO @ Skool.

Bio: The rules change. Flowcharts, checklists, and summary guides help you confidently lead client conversations and help uncover planning issues.

Bio: COO at January Capital Advisors | Curator of the Conneqtor Community

Bio: Analyst with a focus on internal operations/processes at Carlson Capital Management in Rochester, MN. Obsessed with efficiency.

Bio: Chief Marketing Officer