Program 747 Susanne Mariga is a Certified Public Accountant (CPA), Certified Tax Coach (CTC), Profit First Professional, and Chartered Global Management Accountant (CGMA) with over two decades of experience helping clients achieve their financial goals through business and personal tax planning. Susanne is the author of best-selling and Publisher’s Weekly Editor’s pick, Profit First For…
Program 736 Jim Downes is a Fractional Chief Financial Officer and forward-looking strategist. He is the founder of Blueprint CFO, a future-focused CFO and accounting services firm based in Orange County, California. By holding clients accountable to their growth goals, Jim and his team provide a competitive advantage over typical CFOs by leveraging data to…
Program 272 Joshua Kim is a transactional entrepreneur with expertise in M&A and government guaranteed financial instruments. He purchased his first businesses at 19 and 20 years old, leveraging $2.5M+ in SBA 7(a) financing to facilitate acquisitions. Joshua is the founder and CEO of 7a Accelerator, a company that provides consultations, resources, and concierge-style assistance…
Program 709 From stressed-out attorney to best-selling author, from victim to victor, from money angst to empowered wealth, Kathryn Eriksen is the Women’s Spiritual Money Coach. Through her online classes to her Empowered Money Map courses, Kathryn helps women raise their awareness about fearful scarcity, and teaches how to create a peaceful relationship with…
Program 697 Joyce Marter has been a licensed psychotherapist for over twenty years and is the Founder of Urban Balance, an outpatient mental health company with seventeen locations in six states. She is a national keynote speaker, writes the Mental Wealth blog on Psychology Today, and is a mental health thought leader. Marter is routinely…
Program 651 Jonathan Tuttle is the Founding Director of the digital marketing agency, Revenue Ascend, which was selected as one of Chicago’s most inspiring stories by Chicago Voyage Magazine. They are trusted by small businesses to celebrity brands using their powerful lead generation and conversion systems, omnipresence and intent-based branding, marketing automation and follow up,…
Program 632 Kelly Alexander, the founder of Great American Tax Remedy, was inquisitive from an early age. Having a thirst to make sense of a complex world, and faced with a so-called ‘incurable’ disease at the age of 19—she rejected the doctor’s prognosis; with a conviction, belief, and intention that is rare at any age, she…
Program 631 As a 20-year veteran in mergers & acquisitions, Michelle Seiler Tucker has sold hundreds of businesses. Recognized as the leading authority on buying, selling, fixing, and growing businesses, Michelle sees opportunity where many are discouraged or have given up. Her passion is to save businesses that might otherwise close. She closes nearly 98%…
Program 604 Jim White, PhD, is the CEO of 13 different companies all aligned in the agricultural industry, including Post harvest Technologies, Growers Ice Company, and PHT Opportunity Fund. He holds a Bachelor of Science in Civil Engineering, an MBA, and a doctorate in Psychology and Organizational Behavior. Over his lifetime, he has bought and…
Program 597 Jonathan DeYoe is the best-selling author of Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend. He writes and speaks about the intersection between love and money. Jonathan has been investing for 40 years and been a financial advisor for 25. He started his firm in 2001 and…
