Preferred Vendors

Premier Sponsors

fidelity.com

Amanda Fargiano
Phone:  800-544-5373 ask for “Small Business Retirement”
Email: fidelityadvantageinfo@fmr.com

financialgravity.com

Brian Wolf
Phone:  239-800-1919
Email: brian.wolf@financialgravity.com

www.infinity-globus.com

Vivek Shah
Phone:  754-258-4994
Email: vivek.shah@infinity-globus.com 

Preferred Sponsors





alternatetaxsolutions.com

Andrew Parrish, Jr.
Phone: 401-949-5200
Email:  andrewparrish@alternatetaxsolutions.com

www.getcanopy.com

Skyler Ebreo-Suguitan
Phone:  808-747-3865  
Email:   skyler.ebreo@canopytax.com




www.irisglobal.com

Jereme Schumacher
Phone:  770-641-9100
Email:  jereme.schumacher@IRISglobal.com

Kotapay


www.kotapay.com

Todd Richardson
Phone: 701-461-7975
Email: TRichardson@kotapay.com

 

themsicorp.com

John Dohn
Phone: 847-254-3028
Email: John@themsicorp.com

www.xero.com/us/

Molly Garcia
Phone:  720-449-2770
Email:  molly.garcia@xero.com