Elite Advisors. Relatable Humans.
Lance Morgan, Founder and CEO
Best‑selling author, College Funding Specialist, and father of five
Daniel Moskowitz, COO
Scaled previous firm to $130 M+ sales; now building our next 10‑year growth engine
Paul Wintergerst, Sales Manager
Hot off the heels of his success at Publishing.com, a $130M per year he has taken on the leadership of our advisor team.