Regional Contact Information
Find your Regional Business Consultant's information below.
Senior Regional Director - Southeast
States Covered: AL, FL, GA, NC, MS, SC, TN, PR
"Successful investing is about managing risk, not avoiding it"
Senior Regional Director - Midwest
States Covered: AZ, ID, MT, ND, NE, NV, SD WY, UT
“True wealth is the ability to underwrite a meaningful life.”
- Brian Portnoy
Regional Director - West
CA, WA, OR, AK, HI
“If you aren't thinking about owning a stock for ten years, don't even think about owning it for ten minutes.” ― Warren Buffett
Regional Director -New England, Mid-Atlantic
CT, MA, NH, VT, ME, RI, NY, PA, NJ, MD, DE, WV, VA, DC 860.734.2019
“Money is like soap. The more you handle it the less you will have.” - Eugene Fama