Broker Check

Virtual Family Office - Team

Virtual Family Office

Rich Lamore, M.A.,M.Div., RFC, CLTC, NACFC, SOFA, AFE.

Senior Partner



I have been in Financial Services for over 28 years. My concentration has been in the areas of wealth management and financial services (all areas: investments, insurance, tax planning etc.). In addition, I lead a group of professional...

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Rebecca Lamore

VP Platinum services - Proactive Coordinator - Licensed Professional



Rebecca A LamoreVP & Proactive Coordinator for BFS Platinum ServicesI have been in the financial services business for over four years. My major areas of concentration are over seeing the Platinum Services side of Boundless Financial...

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Jon Couper, CPFA, CES, RFC

Regional Managing Partner, Advanced Planning Specialist



Rob McDonald

Regional Managing Partner


Rob graduated from Florida State University in 1984 with a Master’s Degree in Statistics/Math. He worked 34 years in various positions as a federal employee serving the US Navy and retired from federal service on 31 March 2018....
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Mario Cichosz

Regional Managing Partner



Steve Bibisi

Tax Planning Expert



A lifelong Connecticut resident,  business owner Steven Bibisi prides himself on helping people benefit from his knowledge of the complex income tax system.Mr. Bibisi graduated from Central Connecticut State University with a...
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Paul Wilusz

VFO - Financial Literacy and Business Coach



“Helping people and families has been my career mission and being connected with companies that provide tools to reach this objective has been critical in my professional development.”Paul professional...

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Christopher McCrary

VFO - Dave Ramsey Master Financial Coach


Every day many people carry around the burdens of debt and the anxiety of living pay check to pay check. Money worries are increasingly common and our society does little to teach principles that will help people gain a secure...

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Crystal Petroski

VFO - Strategic Planning, Staffing, Payroll, HR Consulting

Crystal is the founder of A.T. Permanent Placement Services.   A.T. Permanent Placement Services is "where it's A.T." for your Direct Hire recruitment needs. Crystal has been cultivating experience within the Staffing world...
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Trevor Patching

VFO - SERP - Advanced Premium Financing

After graduating from University College London, Trevor enjoyed a successful career with Lloyds Bank Plc, Barclays Bank Plc, and Bibby Financial Services as President of their North America Division. He moved to Florida in 2002 and...

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Justin Kirkland

VFO - Annuity Specialist

Justin has been in the Insurance industry since 2011 with a focus in Retirement Planning and Annuities.  He graduated from the University of Georgia in 2005, majoring in Marketing.  He has a wife and son, and they are his...
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Justin Jones

VFO - Life Insurance Specialist

Justin Jones is a 20 year veteran of the financial services industry with a unique set of experiences to draw from.  After spending nearly 10 years as a wholesaler inside the walls of an international insurance company, Justin...
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Donald Dee

VFO - Director RCNH - Rare coins & metals

Donald W. Dee is the Director of the Financial Services Division of Rare Coins of New Hampshire, the noted numismatic firm recognized for its unrivaled technical expertise and consumer protection practices. Don has worked exclusively...

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Janel Sykora

VFO - Software Service (Tax Review System)

Janel is the Chief Marketing Officer for TaxExact, the solution that revolutionizes the 1040 review process. She is an experienced B2B sales and marketing expert with over 25 years of experience in the FinTech and SaaS space, the past...
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Andrew Lassise

VFO - Cyber Security Specialist

Andrew Lassise (pronounced La-Cease) is a serial entrepreneur and has helped build and scale several 6, 7, and 8 figure IT businesses. He is the CEO of Tech4Accountants, an IT company that specializes in tech and cyber security for...
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Kristen Gordan

VFO - CFP Consultant

Kristen is managing partner of Investment Advisors, LLC, she is a Certified Financial Planner and has worked in the financial services industry for over a decade.An alumni of University of Washington with her Bachelor of Science in...

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Aleksander Dyo

VFO - Advanced Pension Plans

Aleksander R. Dyo is the Principal and Co-Founder of Profectus Financial and Profectus Wealth Management. He has been in the financial industry for over 14 years. In that time, he has studied and developed many creative strategies and...
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Darren Sugiyama

VFO - Premium Financing

Darren Sugiyama was born and raised in Long Beach, California and received a Bachelor’s Degree from Loyola Marymount University where he was also the team captain and 2nd Team All-Conference baseball player. He continued his...

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Mark Goodman

VFO - Premium Financing

Mark Goodman has consulted for Carlyle Group and investment banking firms of Goldman Sachs, Deutsche Bank, Credit Suisse, J.P. Morgan, and many others building premium financing models for the past 25 years.A featured speaker and...
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Josh Malancuk

VFO - Cost Remediation

Josh is a CPA and CMI with specialist knowledge as state tax specialist who has significant experience with delivering cost reduction opportunities in the areas of real and personal property tax reviews, compliance, and economic...

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Loren Hollingsworth

VFO - Tax Mitigation

Loren’s passion is facilitating the success of others. He has enjoyed nearly two decades of success coaching and advising business owners and executives on how to increase profitability – through improving operational...

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Mark Sims

VFO - Captive Insurance

Mark Sims is President of Global Business for Captive Alternatives LLC. With more than 25 years of experience, he is an expert in the field of enterprise risk management and insurance consulting. He helps businesses insure catastrophic...
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Matt Miller

VFO - International Tax Specialist

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Michael Galdieri

VFO - Employee Retention Credits and R&D Tax Credits

Michael Galdieri is a Technical Director at Alliant Group, specializing in the manufacturing, engineering, software and integration industries. During his tenure with Alliant Group, he has worked with dozens U.S. businesses to help...

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Michael Sir

VFO - Disability Insurance Specialist

Michael has been in the financial and insurance services industry for over 23 years and has had a sole focus on educating and training advisors about individual disability insurance planning for over the past decade.As Vice President...
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Nathan Bradley

VFO - Business Consultant

Mr. Bradley founded Forward Accountancy is 2010. Over the course of his career, Nathan has crafted hundreds of financial forecasts for small- to medium-sized businesses, helping them become profit-aware and clarify direction.Nathan's...
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Jonathan Harris


Jonathan has been a Certified Public Accountant, licensed in the State of New Jersey since 2012. Junior has helped hundreds of business owners and their families build the business and plan the future they want and for over the past decade.
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Wilton White

VFO - Digital Employees & Robotics

Mr. White is an entrepreneur with over 30 years of engineering experience. As an expert in multiple engineering disciplines, he found his true calling in Robotic Process Automation (RPA) and quickly realized how this technology could...
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Ami Kassar

VFO - Business Financing

Ami Kassar, is the founder and CEO of MultiFunding LLC, and author of The Growth Dilemma. He is a nationally renowned expert on access to capital for entrepreneurs. He’s committed to ensuring that business owners have the best...
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Andy Ruhland

VFO - Employee Benefits Specialist

Andy Ruhland has 15+ years in benefits and Human Capital sales, service, and innovation with a focus on helping small- and medium-sized businesses run better and reduce costs. Andy educates clients on complex healthcare, administration...
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Ashley Tonelli

VFO - Life Insurance Specialist

Ashley began her career in 2006 working at MetLife. In 2007, she decided to make the cross-country move from Connecticut to sunny San Diego to further her insurance career where she then spent 9 years at LPL Financial mainly focusing...
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Ben Golden

VFO - Tax Resolution Specialist

Ben started early as an entrepreneur. In 2003 at the early age of 27 he bought his first company. It wasn’t very long that he opened his second and ran them side-by-side for 10 years. His primary focus was income taxes, tax...
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Brian Kelly

VFO - Work Opportunity Tax Credits

Brian is the Managing Partner of CMS WOTC & iRecruit and has over 30 years of experience in the employment tax credit & software technology and the industries. CMS has been providing WOTC tax credit services since 1997 and in 2012...
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Bruce Gendein

VFO - Advanced Qualified Plans

Bruce Gendein - A sought-after speaker on the topic of Qualified Retirement Plans, Bruce spends much of his time touring the country to share his insights with financial services professionals—financial advisors, brokers, CPAs,...
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Chris Blees

VFO - Business Sale & Succession Planning

Chris is a CPA and Middle-Market Investment Banker specializing in the sale of closely held companies to institutional buyers. Chris began his career with a 30-person CPA firm, BiggsKofford, located in Colorado Springs. In 2004, Chris...
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Chris Hall

VFO - Estate Planning

Chris Hall is the founder of Estate Plan Navigator and heads up strategic partnerships and business development for this industry leading cloud based legal solution.His current role with the team at Estate Plan Navigator is a mission...
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Chris Ostler

VFO - R&D Tax Credits

A licensed CPA since 1996, Chris has been consulting on specialty tax services since 2005. A Deloitte alumnus, he has been part of the Nevada accounting community for twenty years. He has a broad business background, having worked for...
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Chris Rivera

VFO - Outsourced Staffing Services

Christopher “Chris” Rivera is the Director of Client Relations at Entigrity Solutions LLC. He is anexpert at leading and managing teams actively from the front. His expertise in sales, training,coaching, mentoring,...
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Christi Schatzberg

VFO - Annuity Specialist

Christi started her career in Financial Services in 2009 after graduating from San Diego State University with a degree in Economics. She has been in the industry for the past 8 years, working for brokers dealers such as Mass Mutual...
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Craig Stone

VFO - Tax & Estate Planning

Mr. Stone is the principal and president of Stone Law Offices, Ltd. He has been practicing in the State of Nevada since 1993 and provides legal counsel and services to affluent clients and families in the areas of wealth transfer and...
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David Wolf

VFO - Long Term Care

David Wolf is the president and owner of Wolf & Associates. Wolf & Associates has specialized solely in Long-Term Care Planning since 1988. David’s expertise in Long-Term Care Insurance planning with business owners and...
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Derek Spitzer

VFO - Captive Insurance Companies

Derek Spitzer began his career at a global tax consulting firm based in Dallas, Texas. As a consultant in the transaction tax practice, Derek worked directly with several Fortune 500 companies in the retail, healthcare, storage, and...
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Don Feldman

VFO - Business Exit Planning

Donald S. Feldman, CExP™, CPA, CVA, MBA founded Keystone Business Transitions, LLC in 2009, a firm based in Lancaster, PA devoted to exit and succession planning for business owners. He has been a CPA for 30 years and a valuation...
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Fritz Strehlow

VFO - Business Valuation

Fritz Strehlow is a Senior Analyst with The Mentor Group with expertise and 25 years of experience in business valuations, mergers and acquisitions, raising equity, and business management. His work has involved private and public...
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Ian Welham

VFO - Proactive Facilitator

After qualifying as a Chartered Accountant with Ernst & Young, Ian Welham moved out of public practice and became CFO of a Barcelona-based publicly traded company.He also held CEO and COO positions in Hong Kong, The Netherlands,...
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James Duggan

VFO - Advance Tax Planning Consultant

James M. Duggan is a founding principal of DUGGAN BERTSCH, LLC, a Chicago-based business, tax, estate and wealth planning firm comprised of attorneys and accountants. Jim’s practice has concentrated principally on business and...
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Jeff Deckman

VFO - Leadership - Consultant

Jeffrey Deckman is a consultant, thought leader, and an international award-winning author on the new leadership mindsets, models and methods being demanded by the modern economy.His recent book: “Developing the Conscious...
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Joel Grushkin

VFO - Cost Segregation

Mr. Grushkin is the Regional Director of Cost Segregation Initiatives (CSI). He brings forty plus years of executive experience to the CSI organization. Over the last nine years Joel has directed cost segregation studies for developers...
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John Frazier

VFO - Charitable & Legacy Planning Specialist

John Frazier is a native Texan who spent several years in Northern Virginia before moving to Nashville. John has over 10 years experience as a top producer in the financial services industry and has earned numerous awards. Coupled with...
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Jon Kuttin

VFO - Leadership - Consultant

Jonathan Kuttin is a nationally recognized financial advisor who has been the recipient of many awards. Jonathan has been recognized as one of Barron’s Top 100 Independent Advisors since 2007. In 2018, Jonathan was also...
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Jon Randall

VFO - Business Coaching

Jon Randall is a Certified Master Coach® and Premier Franchise Consultant who hit #1 in GDC Growth on the FC Scorecard for the advisors he works with all over the country. He was named Franchise Consultant of the Year in 2015 at...
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Jordan Cross

VFO - Qualified Plans

Born and raised in Orange County, California, Jordan graduated from the University of California, San Diego with a double major in Political Theory and Sociology. After working for a professional baseball agency assisting the firm with...
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Kim Blaugher

VFO - ESOP Expert

Kim has over 30 years of experience and has been in the retirement plan industry since 1983. His areas of expertise include ESOPs and executive compensation planning. He uses his income tax and accounting background to help companies...
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Lindsay Czajka

VFO - Digital Marketing Consultant

Creative marketing professional with years of experience in developing marketing plans and delivering digital marketing strategies specifically to the professional services industry. Self motivated and solution oriented with a proven...
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Michael Simms

VFO - Business Valuation

Advocating for clients to the finance and insurance industries... not the other way around. Wealth planning from a truly independent perspective.Michael has invested in and employs the CPA Team-Based Model and works as a Consultant to...
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Nick Johnson

VFO - 1031 Exchanges & DST

As a process, technology and data driven investment & capital markets consultant serving the registered investment advisor (RIA) and broker/dealer communities, high net worth investors & corporate clientele, Nick strives to bring...
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Noel Ciambotti

VFO - Merchant Processing

Founded on the principles of honesty, integrity, and outstanding service. Noel is able to offer his merchants the ability to process credit cards safe and securely, meeting all PCI-DSS & EMV-Chip industry standards.Card Group...
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Paul Latham

VFO - Business Strategy Consultant

Paul is a serial entrepreneur who qualified as a Chartered Accountant with Latham Crossley and Davis (which eventually became Lathams Chartered Accountants), becoming a Partner in 1986 and Head of Business Services in 1993.Whilst at...
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Randy Fox

VFO - Tax and Estate Planning

Mr. Fox is a nationally known wealth strategist, philanthropic estate planner, educator and speaker. He has dedicated his career to helping individuals, professional advisors, charitable institutions and planned giving organizations,...
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Ron Elwood

VFO - Outsourced CFO Specialist

Ron has spent more than 30 years helping businesses make sense of the numbers, not just counting the beans but evaluating the root causes and developing corrective actions. He has achieved success by teaching companies how to...
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Scott Grotjan

VFO - Cost Remediation

Scott Grotjan is the Managing Partner at Silverback. Scott provides a wide range of cost reduction and profit improvement solutions, including extensive experience with multi -location entities, diverse corporate cultures, and...
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Todd Steinberg

VFO - M&A - Practice Acquisitions & Disposals

Todd offers nearly 30 years of experience emphasizing succession planning along with marketing and business development in the accounting and financial services industry.A respected leader in the industry, his experience includes...
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Trevor Arnold

VFO - Outsourced CFO Specialist

Trevor’s business sense was developed as he grew, at the age of eightTrevor had his first job. He strategized each job he held to maximize quality performance. By developing this skill Trevor improved his employer’s...

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Brian Bosley

VFO - Behavioral Change Coach

Chris Sargent

VFO - Advanced Personal Tax Strategies Review

Craig Stone

VFO - Advanced Tax and Estate Planning

Dan Zimanski

VFO - Business Growth Consultant

Emily Freitas

VFO - Team-Based Model Success Specialist

Heather Schriber

VFO - Social Security Specialist

Jacque LeFore

VFO - Outsourced Financial Planning Specialist

Jason Kurchner

VFO - Tax Planning

Jeff Stolper

VFO - Cost Remediation

Laurence Whittam

VFO - Outsourced Bookkeeping, CFO and Tax Professionals

Mark Wagener

VFO - Outsourced Payroll and HR

Matt Morris

VFO - Estate Planning Specialist (Estates $0 to $5m)

Matthew McNamara

VFO - Audit and Assurance Services to Private, Public and Nonprofit companies

Mitch Nelson

VFO - National Disability Insurance Specialist

Scott Phillips

VFO - Tax Mitigation, Oil & Gas Developmental Drilling Programs

Sean Rodgers

VFO - Fractional CFO/bookkeeping using Automation/AI

Ted Lavin

VFO - Advanced Business Tax Strategies Review