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

Bio: George Maina is an Enrolled Agent/Accountant from Brookhaven PA.

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

Bio: Serve

Bio: Witty and with ruggedly handsome good looks...he takes dead aim before firing!

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

Bio: Financial Coach and Advocate for families and businesses.

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

Bio: I help families and entrepreneurs create legacies and cash flow in retirement

Bio: Proactive Facilitator

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

Bio: Help CPAs live better.

Bio: 100X My Knowledge Provide our clients access to Industry Thought Leaders, Subject Matter experts and Specialists. "Talk To US...Expertise Matters"

Bio: Insurance planning professional. Interested in a play-work balance with win/win/win partnerships. Allowing abundance to flow in all areas.

Bio: CPA Team-Based ModelConsultant.

Bio: CEO - Elite Resource Team Father Husband Surfer

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 love creating win-win situations and can't wait to start creating win-win-win situations.

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

Bio: Passionate, fun loving advisor, entrepreneur, innovator.

Bio: Help people solve financial problems

Bio: Michael Apollonsky

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