Your national experts that provide the “best of the best” in tax planning, legal, risk mitigation, wealth management, and business advisory services.
Nathan Bradley
Client Relationship Lead
Nathan Bradley
Client Relationship Lead
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 client experiences include cash flow management, key performance indicator (KPI) creation, and formulating profit sharing plans. Beyond the forecasting and operational improvements, Senior is well versed in high-end tax planning strategies and regularly assists his clients on both sides of M&A deals as well as succession planning. Senior leverages his vast experience working with clients across different industries and platforms to provide best practices and strategy for his team and other Virtual CFOs.
Jonathan Harris
Proactive Coordinator
Jonathan Harris
Proactive Coordinator
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.
Kristen Gordon
Financial Planning Lead
Kristen Gordon
Financial Planning Lead
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 Accounting, Financial Planning Lead initially worked on Wall St with Morgan Stanley, she later broadened her expertise by obtaining securities and insurance licenses to provide comprehensive financial planning.
Aleksander Dyo
Advanced Pension Plans
Aleksander Dyo
Advanced Pension Plans/ Life Settlements and Investments
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 has acquired an invaluable wealth of expertise in planning, finance and insurance.
Aleksander is a frequently requested key speaker at many financial services industry conferences and educational seminars where he shares with fellow advisers his insights on advanced corporate and personal financial planning strategies. Aleksander is in the top 1% of more than 42,000 insurance and financial services professionals worldwide and is a member of the premier association “MDRT,”
Top of the Table Million Dollar Round Table.
His focus and expertise are best aligned with successful business owners. Aleks constantly strives to find more effective tax-reduction solutions, asset protection methods, max funded retirement plan designs, and graceful exit strategies. In addition, he also specializes in financial consulting for high net worth individuals, helping them to better manage their wealth and estate planning.
As a serial entrepreneur and investor in several other ventures, Aleksander brings to his clients real life experience and provides practical rather than theoretical application of strategies.
On top of the titles explained above, Aleksander is also an IAR (Investment Adviser Representative) and a licensed insurance adviser in many states. He has in-depth knowledge of the intricacies of conventional products such as stocks, bonds, ETFs, annuities, life insurance, and mutual funds, as well as non-conventional placements such as equity positions real estate, hard-money lending, fractional life settlements and structured cash flows.
With a passionate understanding of the power of teamwork, Aleksander has built a network of professional service providers that specialize in finance, accounting, real estate, law and banking. Between them they have amassed decades of combined experience. With these partnerships, his clients can have access to unbiased
recommendations, while Profectus Financials remains a single point of contact to coordinate all the aspects of planning and execution.
Ami Kassar
Business Financing
Ami Kassar
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 possible access to the capital structures to help grow and manage their businesses. Kassar is regularly featured in the national press and writes a regular column for Inc.com. He has advised the White House, the Federal Reserve Bank and The Treasury Department on the business credit markets. In addition, Kassar is a regular speaker at universities and business events across the country on topics including entrepreneurship and access to capital.
Ami is the 2015, 2014, and 2013 recipient of the Small Business Influencer Award as well as the 2012 Small Business Advocate Award. Kassar earned his MBA from the University of Southern California and graduated with a B.A. in American Studies from Brandeis University.
Andrew Lassise
Technology and Cyber Security Specialist
Andrew Lassise
Technology and 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 (aka chief dorkestrator) of Tech4Accountants, an IT company that specializes in tech and cyber security for accountants. In 2020 & 2021were listed as an Accounting Today Top 100 VARS, The Manifest's Top 100 Cyber Security Companies, and have technicians that all hold certifications with the AICPA in cyber security.
When he's not saving the world from hackers & malware, he enjoys traveling, cooking, and spending time with his wife and two sons.
Andy Ruhland
Employee Benefits Specialist
Andy Ruhland
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 and service options, then customize solutions that streamline processes and stop excess spending. Ask about his 360-degree integrated Human Capital Management platform and consulting services, which improve every aspect of how your company does business. Or just rest easy knowing you’ve controlled healthcare costs without eroding benefits to your employees. Andy started at NationalHR in 2001, working from Account Executive to Principal. In that time, the company tripled its bottom line and rolled out forward-thinking benefits buying solutions as well as an innovative Human Capital Management platform - all in response to client needs. Andy is a married father of three, he truly loves his job, and relishes the chance to work at the forefront of industry change, educating consumers and undoing broker stereotypes one thriving client at a time.
Ashley Tonelli
Life Insurance
Specialist
Kristen Gordon
Financial Planning Lead
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 Accounting, Financial Planning Lead initially worked on Wall St with Morgan Stanley, she later broadened her expertise by obtaining securities and insurance licenses to provide comprehensive financial planning.
Ben Golden
Tax Resolution
Specialist
Ben Golden
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 planning, asset protection and tax resolution. After he sold both of those companies, he decided to move in a different direction and moved into railroad construction as well as opening another tax resolution business.
Today Ben is a Tax Resolution Specialist that helps companies and individuals out of dire situations. He has saved clients millions of dollars and helped companies and individuals become financially free from the IRS past problems. He also helps his clients create a future by helping his clients reduce taxes in the future.
Highlights from Ben’s business activities include National Speaker for Tax Planning, helped clients receive over 40M in BP Funding, helped clients save millions from the IRS, received construction contracts of over $10M, and increased sustained profitability in the construction field of over 75% in first year of ownership.
Bob Coleman
Proactive
Facilitator
Bob Coleman
Proactive Facilitator
With over 16 years of Financial Services experience, Mr. Coleman brings a wealth of capabilities and skills to his role with Elite Resource Team. From working as the director of Investor Relations for a pre-formation community bank to a real estate agent to being a part of Utah’s largest fee-based Financial Planning firms, Bob has ‘been around the block’ bringing lessons learned and the heart of a servant to the Elite Team. In March of 2018 Bob joined with ERT because he saw the brilliance in the ERT model in teaching him how to work more effectively with CPAs. Bob is passionate about this model and has experienced success in its implementation. Bob loves to travel and explore new parts of the world and can be found frequently appreciating sporting events and music productions. A songbird at heart, Bob loves to sing and he can also ‘cut a rug’ having received second place in the 2015 inaugural “Dancing With Your Community Stars Event” in Southern Utah. Bob is currently one of Southern Utah’s most eligible bachelors and has 3 adult children.
Brian Kelly
Work Opportunity
Tax Credits
Brian Kelly
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 developed a secure web portal to collect and process WOTC information in a paperless manner. The WOTC portal has helped our clients increase participation and improves processing times while allowing customers to track the value of their credits in real-time. CMS developed iRecruit for business customers to meet the need to automate and streamline their recruiting, applicant tracking, and electronic onboarding operations. iRecruit was listed as one of CIO Review magazine’s 20 Most Promising Sage Solution Providers. Brian told the magazine, “Our products offer seamless solutions. It’s an applicant tracking system (iRecruit) that comes with social media integration, reporting and all electronic onboarding.” Brian has a BS in Finance from the University of Central Connecticut. CMS is a member of the Society for Human Resource Management.
Bruce Gendein
Advanced
Qualified Plans
Bruce Gendein
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, insurance agents, and attorneys. He has addressed MDRT’s Top of the Table, LIMRA’s Advanced Sales Forum, the Arizona Institute, and NAIFA and SFSP chapter meetings, as well as corporate educational symposiums nationwide.
A financial services industry veteran, Bruce has been in the business for more than 30 years, helping successful individuals and advisors tackle complex financial and retirement planning challenges. As president and co-founder of The Senex Group, Bruce works with advisors nationwide to deliver seamless solutions that enable them to provide complete, end-to-end qualified retirement plans to their clients and generate a significant new revenue stream.
Prior to founding The Senex Group, Bruce built a successful financial and retirement planning firm that served more than 850 clients from three offices in the Midwest. As a financial advisor, he started a third-party pension administration firm, was named “rookie of the year” for a major mutual life insurance company, and qualified for MDRT in his first year in the life insurance business. He has held Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations for more than three decades and remains committed to advancing the knowledge and capabilities of fellow advisors to help them better serve their clients.
Chris Blees
Business Sale and Succession Planning
Chris Blees
Business Sale and 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 launched the firm’s M&A practice, known as BiggsKofford Capital. In 2007 he was also appointed as the CPA firm’s Managing Partner. Chris has become a leader in the M&A sector, through his involvement in over 300 merger, acquisition, and sale transactions. Chris is active nationally in the M&A profession and was instrumental in developing M&A certification curriculum taught in Executive MBA programs at Pepperdine, Loyola, DePaul, and Wake Forest Universities. He is a member of the “Founders Circle” and currently sits on the Board for the Alliance of Merger & Acquisition Advisors, headquartered in Chicago. Chris serves as the lead instructor for the Certified Merger & Acquisition Advisor (CM&AA) designation, having personally instructed over 1,000 Certified M&A professionals throughout the world. Wiley Finance Publishing engaged Chris as co-author of “Middle Market M&A”, which was published in 2012 and is now used in continuing education courses and by investment bankers and M&A advisors around the world. Chris is a CPA, ABV, CM&AA, and he holds Series 7 and 79 Investment Banking licenses through Aaron Capital.
Chris Hall
Estate Planning
($0 to $5m)
Chris Hall
Estate Planning ($0 to $5m)
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 to provide access to quality legal assistance for the masses. The goal is to take advantage of today’s powerful technology paired with the still very important, human element.
Before founding Estate Plan Navigator he worked in the real estate industry and as a financial advisor, building a successful practice which he ultimately sold. Following the sale of his financial practice Hall spent nearly 10 years trading futures and managing a real estate partnership.
Mr. Hall grew up in San Jose, California where he attended both High School and College. He now resides in sunny Dunedin, Florida. When not working you’ll likely find him enjoying time with his wife, on a bike, or on the links.
Chris Ostler
R&D
Tax Credits
Chris Ostler
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 a Fortune 500 company as well as start-up enterprises. Chris is a member of the AICPA and is an active supporter of the Boy Scouts of America. He is also an Eagle Scout. Chris currently lives in Southern Utah with his wife Michelle.
