Bio: A member of Alpha Omega Wealth’s Infinite Banking team. Strategic Wealth Advocate bringing his passion and dynamic experience to every client meeting.

Bio: Matt O'Brien O'Brien Protected Financial President 33 yrs Wealth Manager(several banks) CFF

Bio: Tax-Free Wealth Group LLC and our niche is guaranteed lifetime income, high cash value life insurance, business tax mitigation and exit strategies.

Bio: Enjoy living life & the journey. My favorite place is on the water - Lake Mojave & Lake Powell. Eleven amazing grandchildren, family, friends, travel.

Bio: I introduce two unique tax saving strategies that help HNW clients by maximizing income tax deductions and tax deferral growth.

Bio: A veteran of over 20 years of experience, working with small business owners as their financial consultant.

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

Bio: CEO - Elite Resource Team Father Husband Surfer

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