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