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Expert Zone - Athena Private Wealth Virtual Team

Adam Hale is the Co-Founder and COO or Summit CPA Group


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Areas of Expertise:

  • Measurement

Ami Kassar, founder and CEO of MultiFunding LLC


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Areas of Expertise:

  • Business Financing

Andy Ruhland

Principal at NationalHR


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Areas of Expertise:

  • Business Health Costs
  • Delivery - Efficiency
  • Insurance Planning

ERT Life Insurance Specialist


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Areas of Expertise:

  • Insurance Planning

Austin Buckett - CM&AA Specialist


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Areas of Expertise:

  • Business Direction - Exit Planning

Brian is the Managing Partner of CMS WOTC & iRecruit


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Areas of Expertise:

  • Delivery - Efficiency
  • Tax Planning

Bryan Eberle - Co-Founder and Partner of HaydenRock Solutions


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Areas of Expertise:

  • Business Direction - Vision, Purpose & Strategic Focus
  • Leadership Training or Coaching

Chris Blees - Managing Partner at BiggsKofford Capital


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Areas of Expertise:

  • Business Direction - Exit Planning

Christi Schatzberg - Annuity Consultant


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Areas of Expertise:

  • Insurance Planning

Fritz Strehlow - Business Valuation Specialist


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Areas of Expertise:

  • Business Direction - Exit Planning

Joel Grushkin is the Regional Director of Cost Segregation Initiatives (CSI)


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Areas of Expertise:

  • Delivery - Efficiency

John Frazier - Charitable and Legacy Planning Specialist


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Areas of Expertise:

  • Charitable Planning
  • Legacy Planning

Jon Kuttin - Business Leadership Coach


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Areas of Expertise:

  • Leadership

Josh Tipton - Premium Finance and Insurance Planning Specialist


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Areas of Expertise:

  • Business Insurance

Nick Paleveda CEO of National Pension Partners


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Areas of Expertise:

  • Delivery - Efficiency

Noel Ciambotti - Merchant Processing


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Areas of Expertise:

  • Delivery - Efficiency

Partner at HaydenRock Solutions and Elite Mastermind


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Areas of Expertise:

  • Business Direction - Exit Planning
  • Business Direction - Vision, Purpose & Strategic Focus
  • Business Growth - Focus on Existing Customers
  • Business Growth - Winning New Customers
  • Delivery - Efficiency

Scott Grotjan is the Managing Partner at Silverback


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Areas of Expertise:

  • Delivery - Efficiency

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