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Tracy Miller
Pasadena,Ca
• Active 19m 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 10h 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 2d ago
Joined Jun 16, 2022
Pasadena, CA
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