Heather Dreves, Director of Funding and Fund Manager for Secured Investment Corp, has worked in the Private Money Industry for over 16 years. Heather has been directly involved in the sale of over 300 million dollars in Trust Deed Mortgages and funds raised in SIC’s High Yield Equity Funds. 

Heather works with clients to target passive returns in real estate, managing Secured Investment's High Yield Fund II, the Circle of Wealth Fund III LLC, and Mortgage Notes Investing.

In addition to her writing, Heather is a coveted speaker at lending and real estate investing conferences nationwide.

Tim is a certified public accountant and partner of ProVision Wealth Strategist, a firm specializing in developing wealth and tax strategies for entrepreneurs, professionals, and investors

With more than 20 years of experience, Tim is a highly-trained and educated professional with a focus in public accounting, working with highly diversified market groups.

Tim received his undergraduate and Master’s degree in Accountancy from Arizona State University. There he studied accounting, tax, and business information systems.

His prior experience in public accounting includes 20 years with local CPA firms in both Arizona and North Carolina where he provided tax planning and other consulting services for privately held companies and their owners. This diversified experience has allowed Tim to be exposed to every facet of the tax code while serving his clients, whether real estate professionals, farmers or professional service groups.

Tim’s strong passion to help entrepreneurs achieve their goals through strategic tax and wealth planning continues to drive his progression in the accounting industry.

Bob Fraser is co-founder and CFO of Aspen Funds. Fraser has 25+ years’ experience in finance, investing and technology and has held several CFO and CTO positions. Fraser is a former E&Y entrepreneur of the year winner when he founded a technology company that became one of the fastest growing companies in the Midwest reaching 250+ employees. Fraser is an economist who has studied macroeconomic trends for decades and has a long track record of making accurate economic predictions. He is a host of podcast, Invest Like a Billionaire, where he talks about trends in economics, investing, and interviews experts in alternative investments. He was magna cum laude graduate of U.C. Berkeley’s computer science program.

Aaron Young, CEO of Laughlin Associates is a renowned entrepreneur with more than 30 years of experience and several multi-million dollar companies under his belt.  Aaron has made it his life’s work to arm business owners with success formulas that immediately provide exponential growth and protection.  He inspires others by empowering them to build strong companies while proactively protecting their dreams.

Travis Watts is a full-time passive investor. He has been investing in real estate since 2009 in multi-family, single-family and vacation rentals. Travis is also the Director of Investor Relations at Ashcroft Capital. He dedicates his time to educating others who are looking to be more "hand's off" in real estate.

Kyle was a struggling entrepreneur from 2011-2019. He tried multiple different businesses and sales roles, and never made more than $75K in a year. 

Why? He never asked for help from mentors.

In 2019, Kyle had enough and decided to jump into a coaching program for flipping homes. 3 months into that journey, he had acquired his 2nd flip and decided to keep it as a short term rental instead.

After netting nearly 3.5x the amount that he would have on a regular rental, he was sold.

He then found out how to do short term rentals without owning the property. That was the lightbulb moment that put him "all-in" for the STR industry. 

Within 6 months, he replaced a full-time income. In 12 months, he had a 6-figure business. And in just under 3 years, he now nets over $40K per month and is dedicated to teaching others how to follow his path.

Pam Jordan is a no-nonsense financial expert and speaker who analyzes and streamlines the backend of fast-growing companies, efficiently creating more profit and strategic growth. 

With over 20 years of experience working with small businesses, Pam has learned how to help translate the story of numbers to entrepreneurs. 

Pam has her MBA from Elon University and has been honored with awards to include: Outstanding Women in Business and Financial Executive of the Year. She has been featured on Entreprenuer.com, as well as Podcasts such as The Digital Marketer and Business Lunch with Roland Frasier. She has spoken on stages in front of thousands of business owners. 

Certifications:

Profit First Professional

Empire Operating System

In addition to her career in pharmacy informatics, Dr Rachel Gainsbrugh is the owner of Luxury Short Term Rental Brand (Short Term Gems) and has established herself in the market for clients who need short term housing rentals for business and vacation.

Her most recent claim to fame is being casted for a TV show featuring one of her luxury short term rentals.  She is also a newly minted contributing author to a new book Hospitable Hosts releasing in Spring 2022.

Given her history and experience, what she’s most passionate about is helping busy medical professionals create a profitable new income stream and full-time freedom through rental investing in lifestyle assets in the most profitable markets.  Her approach is contrary to most investors – where she promotes how to own and operate the fewest number of properties that generate the highest profitability.

When she is not sharing short-term rentals on social media, weekly live webinars, guest podcasting, or public speaking at summits, she enjoys spending time with her family including her husband, 2 boys, and 3 fur-babies!

Leisa Peterson is THE Mindful Millionaire Maker.

She helps inspired business owners become game-changers in their field and achieve million dollar breakthroughs in their business. She does this by interweaving mindfulness tools into how she teaches her clients about building their “one-to-many” businesses.

Before creating WealthClinic, Leisa spent 25 years working in personal finance and real estate investing, while teaching mindfulness-based practices in her spare time. Now she coaches ambitious heart-centered business owners how to create abundant lives by fast tracking the process of building wealth, decreasing risk and increasing peace of mind.

Noted in Forbes as one of 10 Women Driving Growth in Wealth Management and Investing, Leisa has appeared in The Wall Street Journal, FastCompany, The Week, Huffington Post and has been featured on many podcasts and radio shows.

Lori Souza has mastered entrepreneurship for over 20 years, building several businesses, transforming and shifting business models with changing markets. With a technology and investment background, Lori is currently advises on weathbuilding with cryptocurrency and speaks about this DEFI asset class of investing. Lori is also a Popular Investor for Etoro.

Kevin brings both an entrepreneurial spirit and a CPA’s financial acumen to each client situation. The innovative solutions he brings to clients are rooted in strong financial returns.

Kevin is the author of Tax Credits Are Sexy: What Every Organization Needs To Know About The Employee Retention Credit. You can read or listen to this here.

Professionally, Kevin has been a practicing CPA for over 35 years. He serves clients across the country via his virtual CPA firm. He specializes in the difficult— specifically turning around dire financial situations with unique financing, tax mitigation, and business planning solutions.

As an entrepreneur, Kevin has started and sold multiple businesses. He started a Bed & Breakfast in Connecticut that became one of the top grossing small B&Bs in New England and was featured on CNN. Kevin profitably sold that business before his last relocation to Tucson AZ, where he wisely went virtual with his CPA and funding business.

Kevin’s awards include Money Magazine’s “People to Watch” and Hartford Business Journal’s “40 Under 40.” Kevin has volunteered with Make Way for Books and the Tucson Rotary and has lent his expertise as treasurer to numerous non-profit organizations.

Anthony Faso and Cameron Christiansen are founders of Infinite Wealth Consultants and hosts of the Infinite Wealth Podcast. A proud U.S. Army veteran and self-described “recovering” CPA, Anthony has worked at the world’s largest accounting firm and served as CFO of a chain of restaurants. However, after the 2008 recession, he realized that the solution to financial freedom would never be found in the latest Wall Street-created financial product. As he was discovering what his path to financial independence would look like, he was also teaching and coaching individuals and business owners about money and investing. 

Having been a small business owner for eight years, Cameron was frustrated with investment solutions proposed by traditional financial advisors. This frustration is what led him to discover infinite banking and real estate investing. After advising others for over a decade, Cameron now brings his expertise in passive income generation and cash flow analysis to his partnership with Anthony. As followers of the principals of Robert Kiyosaki, the author of Rich Dad, Poor Dad, Anthony and Cameron help their clients to be financially independent. Not just in dollars, but also in sense. They educate clients on making sound financial decisions and coach them on investing in assets that have certainty, control and collateral. Infinite Wealth clients are not subject to the roller coaster of the stock market.

Lindsay Davis serves as the CEO of Spartan Invest and its property management company, Atlas Rental Property. With Lindsay’s leadership, Spartan Invest has ranked on the Inc. 5000's Fastest-Growing Companies in the country for 8 consecutive years since 2014. She is a millennial entrepreneur and has played an integral role in creating five brands and four companies, generating a combined revenue of almost $50 million. She was listed as one of the Decade's Top 40 Under 40 in Birmingham, Alabama, and has been named Woman of the Year, Female Executive of the Year, and CEO of the Year by various journals and organizations. 

On top of her impressive list of professional accomplishments, Davis is a mother to three beautiful children and is inspirational as an executive leader and as a devoted pillar of her family. Davis has achieved an impressive balance of personal and professional endeavors, accomplishing so much so early in her career.

Travis Smith is the Founder and CEO of Tribevest, a platform that makes it easy

to invest as a group and do deals together in as little as 48 hours. He started

his career with Morgan Stanley but realized the most direct path to wealth and

financial freedom wasn’t as an individual. The path is as a group, as a tribe.

Travis is obsessed with building a platform that standardizes, streamlines, and

ultimately de-risks group investing. He won’t stop until every single deal on and

off the internet is an opportunity for a multi-player experience, so you don't always have to go it alone.

Despite being in the midst of a recession and mortgage market collapse, Kaaren Hall founded and made a resounding success of uDirect IRA Services. She discovered a strategic way to put her 20+ years in mortgage banking, real estate, and property management to use. The solution was an untapped market for both her skills and for investors – self-directed IRAs. Through uDirect IRA, she has guided tens of thousands of Americans through the process of diversifying their investments using self-directed IRAs with $700 MM+ Under Management. Learn more about Hall and her thriving company at uDirectIRA.com.

With over 30 years of experience, Mr. Estill specializes in advising business owners with the complexities of the business and tax law issues that they may encounter. Mr. Estill is a frequent national radio and television guest lecturer, instructor, and seminar speaker at various events and colleges across the country. He was a former senior trial attorney for the IRS. He has counseled thousands on tax techniques and is nationally recognized as one of the top tax advisors in the country. Scott’s book “Tax This! An Insider’s Guide to Standing Up to the IRS” was recognized by the Wall Street Journal as one of the five top tax books for taxpayers to own in their library.

Scott Royal Smith is a real estate investor and asset protection attorney.  Scott became an entrepreneur while still in law school, purchasing and running an auto mechanic shop, to pay his way through school.  After graduating, Scott begin his law career as a high-stakes corporate litigator. He spent the last 10 years of his career analyzing real estate investment and asset protection.

Today, Scott is the Founder and CEO of Royal Legal Solutions. A firm he built to offer tax, business and legal strategies to clients all over the U.S and Canada.    He continues to educate the public on asset protecting strategies to help circumvent debilitating lawsuits for his clients.

Louisa Havers is an internationally renowned Master Transformational Coach, Creator of The Helix Method, Master Akashic Records teacher (Soul Journeys® Method), and Business Mentor. She enables high achievers and coaches to unlock their superpowers, turbo-charge soul-aligned magnetism, and "lift the ceiling" in both their lives and businesses. 

It’s a journey Louisa knows works as she’s personally undertaken it. Years spent leading change in the highly pressurized and stressful social services sector, led to shingles and chronic fatigue, compelling her to break free from the corporate matrix of overwork. It was the first step to creating her own life of freedom and dream business income. Louisa enables clients across the globe to activate quantum leaps to success in their own journey to fulfillment, self-love, and a six / seven-figure income. Louisa’s mission is to help 1 million souls to thrive as they live their life’s purpose.  

Scott Carson is a highly sought-after guest and host of the popular podcast, the Note Closers Show.  An active entrepreneur, he is an expert in real estate investing, marketing, and podcasting.  He speaks regularly at different events and industry conventions focused on real estate, marketing, and podcasting. He also helps thousands of investors and entrepreneurs each year create wealth through his debt buying classes, podcasts and coaching.  A regular podcast guest, he was recently named the #4 Entrepreneur to Follow in 2002 by US News Reporter Magazine.  An avid sports fan, he spends his free time traveling, gardening, and making memories.  He calls Austin, Texas home.

Dave Foster, Founder and CEO of The 1031 Investor.  Dave is a degreed accountant and serial real estate investor who is a qualified intermediary and consultant for tax saving strategies such as the 1031 exchange and the section 121 homestead exemption. Dave started fix and flipping in the 90s and realized that about 40% of his profits were going directly to the IRS. Dave tells us about the updated rules and regulations around using the1031 exchange to legally compound your tax interest that will stay with you instead of going straight to the government. Dave breaks down exactly how to use the 1031 exchange in layman’s terms. He explains to us how he moved his way from Denver, CO to Tampa, FL over 10 years using the section 121 homestead exemption, so that he and his family could move onto a boat (which was a huge dream of his). Tune in to listen to how Dave raised 4 boys on his boat while investing in properties with the 1031 exchange.

Tamar Hermes is a full-time Real Estate Investor and founder of Wealth Building Concierge guiding women to become financially free through Real Estate Investing.  While building successful businesses in the retail and entertainment industries, she started to build her portfolio in the Los Angeles area with no proper training or knowledge.  Once she realized how possible it was for every woman to build assets over seven figures through investing, she started to teach others to do the same. Tamar has coached hundreds of women across the country to invest in Real Estate and scale their portfolios and mindsets and has appeared on many notable podcasts including Bigger Pockets and Cash Flow Ninja.