Bio: Semi-retired Certified Financial Planner practitioner, CPA and Chartered Life Underwriter with 40+ years experience. Now developing online courses.
Bio: I help service-based business owners achieve scalable growth with my 'Founder Framework' so they can enjoy a balanced life and steady business growth
Bio: I'm a Financial Professional who transited from Healthcare to Wealthcare. I'm married with five children. And currently live in Upper Marlboro MD.
Bio: I am non-traditional Financial Strategist that focuses on maximizing income and minimizing taxes. I enjoy traveling, working out and watching movies.
Bio: I help business owners and individuals create a Tailored Individual Pension Plan (TIPP)™ that fills in the gaps of their current retirement planning.