Followers 14
Daniel Riso
• Active 2d ago
Bio: NYC fee only advisor, 2 weiner dogs, avid traveler, soccer and golf fan, animal rescue, cigar aficionado
Andrew Dinkelmeyer
Scottsdale AZ
• Active 28d ago
Bio: Wealth Advisor in Scottsdale AZ working with UHNW individulas predominantly using VFO and endowment style investment strategies.
Aleksander Dyo
Los Angeles CA
• Active 13h ago
Bio: I introduce two unique tax saving strategies that help HNW clients by maximizing income tax deductions and tax deferral growth.
TIm Dyer
• Active 3d ago
Bio: Husband, Father, Stock Junkie and Hockey fanatic
Susan Marshall
Henderson NV
• Active 23h ago
Bio: Enjoy living life & the journey. My favorite place is on the water - Lake Mojave & Lake Powell. Eleven amazing grandchildren, family, friends, travel.
Jack Branch
Covington, LA
• Active 8h ago
Bio: Jack Branch has been helping clients clearly layout their objectives, identifying the risks that inhibit those goals from becoming a reality.
Roland Chow
• Active 2d ago
Bio: Based in the SF Bay Area. Interested in the markets and hobbies these days is mostly hanging out with family.
Greg Keiper
Stevensville, MD
• Active 1h ago
Bio: Outside of work I enjoy spending time with my daughter Caroline, Fishing, and Paddle boarding.
Ronald Flores
• Active 13h ago
Bio: We prioritize education, simplify complex concepts, & utilize tools to save money, ensuring a comfortable retirement for our clients.
James M Gundersdorff EA
Durham, NC
• Active 3d ago
Bio: Not your typical accountant/EA! Cross between Carlin, Monty Python and Bill Nye. Started in biology/chemistry and moved to accounting/tax.
Anton Anderson
San Diego, California
• Active 3h ago
Bio: CEO - Elite Resource Team Father Husband Surfer
George Henderson
Avondale, AZ 85392
• Active 140d ago
Bio: Part of a team of 50+ financial specialist from various disciplines. Reduce taxes, expenses and risks for my clients. Be most relevant advisor.
Eric Runge
• Active 11h ago
Bio: CPA Team-Based ModelConsultant.
Jena Wilson
New Jersey
• Active 2h ago
Bio: Empowering Accountants and Financial Advisors to Build Synergistic Partnerships.
1-14 of 14
Paul Latham
@paul-latham-8114
Partner - Elite Resource Team

Active 2d ago
Joined Jun 28, 2022
Barrington, RI
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