Bio: Financial advisor . Helping families and business owners put their financial house in order

Bio: Insurance planning professional. Interested in a play-work balance with win/win/win partnerships. Allowing abundance to flow in all areas.

Bio: Passionate, fun loving advisor, entrepreneur, innovator.

Bio: Financial Advisor at Wealth Innovation Group

Bio: My job: Priest in The Church of Capitalism

Bio: Jack Branch has been helping clients clearly layout their objectives, identifying the risks that inhibit those goals from becoming a reality.

Bio: Glad to join ERT!

Bio: VFO Liaison: Elite Resource Team San Diego State University: B.S. 2008 University of the Rockies: M.A. 2017 Registered Yoga Teacher

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Bio: CPA Team-Based ModelConsultant.

Bio: Crushing chips and salsa like it’s my job...

Bio: Empowering Accountants and Financial Advisors to Build Synergistic Partnerships.