Don Blanton is presently the owner and president of MoneyTrax, Inc., a company dedicated to the development of innovative communication tools for professionals in the financial services industry.
Matthew L. Rzepka, CPA, CFP® is the owner of Valley Oak, a conglomerate of professional services firms based in southwest Michigan, focusing on tax planning, wealth building, and business advising.
It’s not every day that a chemical engineer with a Master of Science in management and 25 years in corporate America, makes the shift to financial planning.
Starr works primarily with families and business owners. He uses a unique approach in that he helps people find money that they're currently transferring away unknowingly and unnecessarily.
Beth collaborates with families to create better futures—for their college-bound kids and the parents they leave behind. Beth enthusiastically shares the concepts she wrote about in her book, Never Pay Retail for College.
Crystal is a CFP, Investment Advisor, Qualified Kingdom Advisor, and the founder of Crystal Clear Finances, Inc. Crystal provides clarity so her clients can create and cultivate wealth in the most tax efficient manner.
It quickly became clear to me as I began April 2003, in the Financial Services world, if you can’t communicate, you don’t eat. It also became apparent that this is one of the most dysfunctional and disjointed Industries I’ve ever seen and yet, I love it to bits.
Fred helps the American middle class and self-employed business owners overcome their concerns about market risk, increasing taxes, mounting debt, and saving enough money to last the duration of their retirement and more.
Matt uses the Circle of Wealth®'s Spending Game to help high net worth clients learn how they can grow their practice and turn them into a wealth and retire success story.
Coaches (Instructors):
Don Blanton
Founder & President
Don Blanton is presently the owner and president of MoneyTrax, Inc., a company dedicated to the development of innovative communication tools for professionals in the financial services industry.
Matthew L. Rzepka, CPA, CFP® is the owner of Valley Oak, a conglomerate of professional services firms based in southwest Michigan, focusing on tax planning, wealth building, and business advising.
It’s not every day that a chemical engineer with a Master of Science in management and 25 years in corporate America, makes the shift to financial planning.
Matt uses the Circle of Wealth®'s Spending Game to help high net worth clients learn how they can grow their practice and turn them into a wealth and retire success story.
Beth collaborates with families to create better futures—for their college-bound kids and the parents they leave behind. Beth enthusiastically shares the concepts she wrote about in her book, Never Pay Retail for College.
It quickly became clear to me as I began April 2003, in the Financial Services world, if you can’t communicate, you don’t eat. It also became apparent that this is one of the most dysfunctional and disjointed Industries I’ve ever seen and yet, I love it to bits.
Crystal is a CFP, Investment Advisor, Qualified Kingdom Advisor, and the founder of Crystal Clear Finances, Inc. Crystal provides clarity so her clients can create and cultivate wealth in the most tax efficient manner.
Fred helps the American middle class and self-employed business owners overcome their concerns about market risk, increasing taxes, mounting debt, and saving enough money to last the duration of their retirement and more.
Starr works primarily with families and business owners. He uses a unique approach in that he helps people find money that they're currently transferring away unknowingly and unnecessarily.