Bio: My name is Al Devji, CEO of Devji Wealth Management. Our firm is located in Edison NJ. We work with successful Bus owners and Successful physicians.

Bio: President + Private Wealth Advisor living and working in Sunny Scottsdale, AZ. Our Family Office focuses on HNW/UHNW + Business Owners

Bio: President of Echelon Virtual Family Office, Echelon Wealth, and Echelon Resource Teams where Eric Schwartz is our Director of Strategic Partnerships.

Bio: Jack Branch has been helping clients clearly layout their objectives, identifying the risks that inhibit those goals from becoming a reality.

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

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

Bio: Help people solve financial problems

Bio: Somebody asked me what I thought of Switzerland. I said, "Well, the flag is a big plus!"

Bio: CPA Team-Based ModelConsultant.

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

Bio: I am non-traditional Financial Strategist that focuses on maximizing income and minimizing taxes. I enjoy traveling, working out and watching movies.