Empowering Financial Advisors
Stand out from the crowd, take control of your taxes, and unlock new revenue streams with transformative education designed to grow your practice.
Transforming Financial Futures Through Education
Founded on the belief that applied knowledge is power, we have dedicated ourselves to equipping financial advisors with the tools they need to succeed. Our workshops are designed to improve lives for you and your clients through innovative tax strategies and comprehensive wealth management.
Experts You Can Trust
Our team is dedicated to helping advisors succeed. Learn more about Brian’s SEC-registered RIA firm and how we bring real-world expertise to every workshop.
Investment Advisor Representative
Brian has been in the financial industry since 1995. After a successful 10-year corporate career, he founded his own business in 2005. Brian's business acumen is exceptional, and he is deeply committed to helping advisors unlock their true potential.
Investment Advisor Representative
Mikayla is passionate about sharing her knowledge with fellow financial professionals and empowering them with the guidance needed to make impactful decisions.
Investment Advisor Representative
Shaelyn has been working in the financial industry since 2023, contributing to both marketing and operations. She is responsible for coordinating The Tax Academy classes and ensuring everything runs smoothly.