Followers 6
Craig Favara
• Active 168d ago
Bio: Vice President of Sales at Bulk Mineral, I assist individuals with creative tax strategies that help them reduce their ordinary income come year end.
Aleksander Dyo
Los Angeles CA
• Active 5d ago
Bio: I introduce two unique tax saving strategies that help HNW clients by maximizing income tax deductions and tax deferral growth.
Susan Marshall
Henderson NV
• Active 4d 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 3h ago
Bio: Jack Branch has been helping clients clearly layout their objectives, identifying the risks that inhibit those goals from becoming a reality.
Brian Ramsey
• Active 278d ago
Bio: Growing RIA firm in Kentucky
Jena Wilson
New Jersey
• Active 18h ago
Bio: Empowering Accountants and Financial Advisors to Build Synergistic Partnerships.
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Scott Burch
@scott-burch-7702
Helping CPA’s offer more proactive and comprehensive planning to their high net worth and business owner clients through our Virtual Family Office.

Active 5d ago
Joined Jun 16, 2022
Pasadena, CA
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