Speaker Bios and Free Gift Links
Meet Sarah Sullivan
Sarah Sullivan is the founder and owner of SuGo Capital, an investment company that connects investors to strong passive income via real estate. SuGo Capital consistently offers hands off investment opportunities available for both accredited and non-accredited investors. Sarah's passion in life is sharing her knowledge around real estate, investing and helping people advance on their path to building wealth. Sarah is the host of the Confident Investor Conference. SuGo Capital currently has over $260MM worth of assets under management with a track record of over 35% ARR for investors at exit.
Sarah's Free Gift
One Month FREE Membership to The Sugo Capital Builders Mastermind!
Meet Lori Souza
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.
Lori's Free Gift
50 min of crypto set up
Meet Kevin Marshall
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.
Meet Anthony Faso and Cameron Christiansen
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.
Anthony & Cameron's Free Gift
Access to their online course.
We typically charge $500 for access but this link will provide those that attend access for free.
Meet Lindsay Davis
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.
Lindsay's Free Gift
Investor Education Guide