Following 1
Joe Moss
Lexington, KY โ€ข ISTJ
โ€ข Active 6d ago
Bio: Operations Advisor at January Capital Advisors
1-1 of 1
Toni Rabroker
@toni-rabroker-4690
Managing Partner for small planning firm. Interested in efficiencies using Redtail & other processes for our RIA.

Active 601d ago
Joined Apr 6, 2023
powered by