John is a well traveled business man. Over the last 15 years he’s pioneered successful businesses such as insurance agencies, home service companies and solar electric dealerships. He’s passionate about finding opportunities to save middle america money and provide them with a better experience in all areas of their lives.
Shaun loves to share his knowledge and thrives on solving complex financial planning puzzles. Shaun has been helping clients in the financial services industry for over 18 years. He likes to share information about private family foundations and unique solutions for those struggling with debt. When working with clients, his goal is to relieve the anxiety and stress caused by an overload of often conflicting, information. Throughout his career, he’s served in a managerial role in an international humanitarian aid logistics company, served on the board of several non-profits, and been a senior advisor with other top financial services companies.
David Erlichman is focused on supporting backend operations and team members as needed. He has over 32 years leading operational and financial optimization. He also manage activities and logistics to support the improvements needed to build successes businesses. David has been on the customer side as COO for a dozen companies so he brings a wealth of knowledge and support to our team members and clients.
Patrick has served as the President of McGrath Companies, Inc for over 15 years. Throughout that time, he consulted with established companies and start-ups in the shipping and technology space, helping them expand market-share through sales. He brings extensive relationships in a multitude of industries. His main focus is adding value to customer needs.
Tom Muije was born and raised in Las Vegas. After high school, Tom went into small business then graduated from the University of Nevada Las Vegas with a degree in Economics. Tom now enjoys working in finance and helping individuals plan for an uncertain future.
Jason holds a Masters of Science in Electrical Engineering and a BS double major in Electrical Engineering and Applied Mathematics. He has run his own businesses, rentals and charities. He even runs a small hobby farm in central California.
Jeremy Goff is a second generation contractor who learned the idea of “Paying it Forward” as a young man. He’s worked successfully in a corporate environment in many different states and had teams ranging from 30 to as large as 200. In his role with these companies, he has been called on to coach and mentor his staff and this has given him a unique perspective on business and personal life.
D’Angelo is passionate about helping families and businesses create a legitimate path towards achieving their financial goals. He began his career in financial services with New York Life in 2015 and then became an independent agent in 2017 to offer a larger variety of solutions to Clients such as employee benefits, estate and tax planning. D’Angelo holds a Bachelor's Degree from Arizona State University where he was a Student-Athlete alongside two Pac 10 Leading Scorers, a Greek League MVP and Euroleague Champion as well as two NBA Champions. D’Angelo lived in Japan growing up, studying in the Japanese public school system. His hobbies include fitness, travel, cooking and music production. He speaks Japanese fluently with a native accent. ジョーンズさんは日本語を話します。