Doing Business With Us
To watch the full testimonial of each person interviewed, click on the videos below..
Jim Chapel
President - FMC Financial
Todd Petit
Assistant Vice-President - Allianz Life
Richard Myerson, CPA, CLU, ChFC
Framework Insurance & Financial Solutions
Shannon Elloitte, JD, LL.M
Tax Attorney - Colony Family Office
Barry Boscoe
President - Brighton Advisory Group
Bob Larsen
President - Rushmore Private Client Group
Anton Anderson
Managing Partner -Elite Resource Team
Forrest Morrow, III
Founder - Evidence Based Investing, LLC
Simon "Stuffy" Singer
Center for Tax Strategies & Resources
Anthony Stanek
VP of Sales - Lincoln Financial Group
Ian Welham, CPA
HaydenRock
Mike Rodman
CEO - Best Practices Of America
Victor Paz
Senior VP - LWT General Agency
Ted Griffin
President - Griffin Financial Group
Ken Smith
Managing Partner - Elite Assurance Team
Ray Tom
Premier Financial Alliance
Michael Rossi
President - Advisors Equity Group
Jena Wilson
Director of Biz Dev - HaydenRock
Jeffrey P. Reid
CEO - LifeRisk Architects
Lina Loh, MBA, EA, NPTI Fellow
President - Lina's Tax Team
Dave Doerr
CEO - Doerr Consulting Group
Gurdayal Singh
Corporate & Family CFO
Bob Coleman
Virtual Family Office
Eric Freundt
VP - The Producers Group
Les Goldstein
Founder - PFS Wealth Management
