Starr Barnum has been in the financial services business for 15+ years, working 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. (Learn more about Starr)
Fred joined the Circle of Wealth® community at COW College in January of 2019. He dove head first into learning the system and mastering process. (Learn more about Fred)
Crystal is a Certified Financial Planner TM, Investment Advisor, Qualified Kingdom Advisor, and the founder of Crystal Clear Finances, Inc. (Learn more about Crystal)
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. (Learn more about Matt)
Jeremy Shipp uses first-hand experiences combined with the ability to equate various financial aspects in providing well-rounded retirement advice. (Learn more about Jeremy)
Beatrice Schultz, CFP®, BSc, MSM, is the co-founder of Westface College Planning, Westface Financial & Insurance Services and Westface Financial Advisory, a registered investment advisory firm. (Learn more about Beatrice)
Beth is a mom on a mission. She collaborates with families to create better futures—for their college-bound kids and the parents they leave behind. Working with families all over the county (Learn more about Beth)