I. Mark Cohen, J.D., LL.M, CFP ® (Attorney)

Company Name

Optifour Integrated Wealth Management

Business Focus: Asset Protection, Business Planning, Certified Financial Planner, Estate Planning, Trusts,

City, State: Mclean VA, Virginia

Practice Name OptiFour Integrated Wealth Management, LLC Legal Focus Estate Planning, Financial Planning, Risk Management, Asset Protection City, State Mclean, VA Attorneys Bio Mark Cohen is the founding partner and visionary for both OptiFour Integrated Wealth Management,LLC, Registered Investment Advisor, and Cohen & Burnett, P.C., Attorneys and Counselors at Law, as well as the co-author…

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Daniel J. Krause (Attorney)

Company Name

Krause Donovan Estate Law Partners, LLC

Business Focus: Asset Protection, Certified Financial Planner, Elder Law, Estate Planning, Probate Law,

City, State: Madison WI, Wisconsin

  Practice Name Krause Donovan Estate Law Partners Legal Focus Asset Protection City, State Madison, WI Attorneys Bio Dan Krause is a Wisconsin native who founded Krause Donovan Estate Law Partners, LLC in 2000. Dan has been in the US Army, Wisconsin Army National Guard and is currently in the US Army Reserves as a…

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Timothy McNeely (Advisor)

Company Name

Lifestone Wealth Management

Business Focus: Asset Protection, Certified Financial Planner,

City, State: Northridge CA, California

LifeStone Wealth Management Timothy McNeely, CFP®, CIMA® Legal Focus Certified Financial Planner, Asset Protection City, State Northridge, CA Advisor’s Bio Tim McNeely is CEO of LifeStone Wealth Management and works with a limited number of entrepreneurs and entrepreneurial dentists for whom he can have a major impact. Using a consultative wealth management approach, he helps…

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Michael B. Hansen (Advisor)

Company Name

Frontier Wealth Strategies

Business Focus: Certified Financial Planner,

City, State: Walnut Creek CA, California

Practice Name Frontier Wealth Strategies Inc. Business Focus Certified Financial Planner™ City, State Walnut Creek, CA Advisor’s Bio I am an independent Certified Financial Planner™ who offer customized financial planning in a fiduciary capacity. My comprehensive approach means that I will work with your team of professionals to help get your entire financial house in…

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Jaron J. Fulse (Advisor)

Company Name

Tangible Accounting, PLLC

Business Focus: Asset Protection, Certified Financial Planner, Financial Consulting and Investment, Tax Resolution,

City, State: West Palm Beach FL, Florida

Company Name Tangible Accounting, PLLC Business Focus Assurance, Accounting and Financial Reporting City, State West Palm Beach, Florida Advisor’s Bio Jaron J. Fulse is the founding partner at the West Palm Beach office of Tangible Accounting PLLC. Mr. Fulse leads the firm’s activities in the Florida, Arizona, Maryland, Virginia, and Washington, D.C. markets. He also…

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