Following 11
Jack Branch
Covington, LA
• Active 2d ago
Bio: Jack Branch has been helping clients clearly layout their objectives, identifying the risks that inhibit those goals from becoming a reality.
Derek Spitzer
• Active 19d ago
Bio: I'm Derek Spitzer and I am with HIG Captive Insurance Group, LLC. We are owned by Higginbotham, a top 20 insurance broker in the U.S.
Paavan Kotini
Richmond, VA
• Active 3d ago
Bio: Passionate, fun loving advisor, entrepreneur, innovator.
Aleksander Dyo
Los Angeles CA
• Active 2d ago
Bio: I introduce two unique tax saving strategies that help HNW clients by maximizing income tax deductions and tax deferral growth.
Philip Whitman
• Active 10d ago
Bio: Phil specializes in CPA Firm Growth & leads Whitman Transition Advisors - the single largest advisory organization for CPA firms in the Nation.
Dan Hatcher
• Active 3d ago
Bio: I'm finding out I don't know as much as I thought I did. I don't have all the answers, but here I've got the right people to ask! Pretty exhilarating.
Chris Winn
• Active 22h ago
Bio: Own RIA in Portland, OR. Love to travel to exotic places and learn about the history and meet new people.
Robert Annable
Scottsdale, AZ
• Active 24d ago
Bio: President + Private Wealth Advisor living and working in Sunny Scottsdale, AZ. Our Family Office focuses on HNW/UHNW + Business Owners
Lance Peters
Arlington, TX
• Active 11d ago
Bio: A veteran of over 20 years of experience, working with small business owners as their financial consultant.
Tracy Miller
Pasadena,Ca
• Active 52m ago
Bio: VFO Liaison: Elite Resource Team San Diego State University: B.S. 2008 University of the Rockies: M.A. 2017 Registered Yoga Teacher
Jena Wilson
New Jersey
• Active 1d ago
Bio: Empowering Accountants and Financial Advisors to Build Synergistic Partnerships.
1-11 of 11
Robert Berrin
@robert-berrin-8675
Glad to join ERT!

Active 4d ago
Joined Oct 29, 2023
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