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
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 of Lessons to My Children: Simple Life Lessons for Financial Success, Wealth andAbundance.
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
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 JAG attorney.
Timothy McNeely (Advisor)
Company Name
Lifestone Wealth Management
Business Focus: Asset Protection, Certified Financial Planner,
City, State: Northridge CA, California
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.
Michael B. Hansen (Advisor)
Company Name
Frontier Wealth Strategies
Business Focus: Certified Financial Planner,
City, State: Walnut Creek CA, California
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 order, and hopefully keep it that way – forever!
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
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.