
Wonder Wealth
just about numbers. It's also about the human side of it: emotions, mindsets, and limiting beliefs what's best for my clients without any major conflicts of interest.I have 11 years of own duplex rental property, so I can offer resources to those of you interested in that too

Osborne Partners Capital Management
, typically used by major colleges and universities. OPCM portfolios are customized, managed in-house, and allocated across multiple asset classes. These include equities, fixed income, natural resourcesMBA, CFA, or both designations. OPCM presently manages approximately $1.6 billion in assets for

Chicago Title Insurance Company
, customer service/property research, escrow operations, facilities department, human resources, legal department, marketing/sales, technology department, TSG/foreclosure payoff statements, preparation of release documents, payment processing, management of impound accounts for payment of taxes/insurance

LPL Financial - Loren Morrison
Financial, led by Loren Morrison, is a major player in the financial services industry andmission is to make it simpler to manage a financial services practice, which allows advisors management services. The firm also provides comprehensive operations support, compliance guidance, and business-building resources.

Wanderwell
At Wanderwell, we specialize in human-centered business development to help passionate and want to lead. We provide our clients with management tools including business plans, feasibility and financial offer bookkeeping setup and management services, as well as other business tools and resources. Our clients are small