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Elite Advisors. Relatable Humans.
Lance Morgan, CEO
Best‑selling author, College Funding Specialist, and father of five
Daniel Moskowitz, COO
Scaled previous firm to $130 M+ sales; now building our next 10‑year growth engine
Paul Wintergerst, Head Of Sales
Hot off the heels of his success at Publishing.com, a $130M per year he has taken on the leadership of our advisor team.
