Business Referrals of Vetted Partners and Podcast Guests
Dante Royster, Mortgage Broker & Owner
The perfect home is waiting for you … let us find you the perfect loan.
Are you buying a new home or refinancing an existing mortgage? We know this can be a confusing and cumbersome experience. Everyone’s situation is unique but you can trust Epic Mortgage to find the right loan for you and be there for every step to guide you through the process. Epic Mortgage has been a consistent leader in helping people, just like yourself, find the right mortgage for your situation.
Want easy? On our website you can submit a complete on-line, secure loan application or pre-qualify for an Illinois, Indiana, Florida, Colorado, Maryland, Georgia, Michigan, Virginia or Texas home loan.
We know you have choices when choosing a mortgage professional.
Epic Mortgage, Inc
Mortgage Broker & Owner
NMLS #1885086 Licensed in Colorado (Mortgage Registration License), Florida (MBR3319), Georgia (#1885086), Illinois (MB.6761436), Indiana (1885086), Maryland (#24573), Michigan (FL0023191), Virginia (MC-7586), Texas (SML-Mortgage Company License)
Business Referrals of Vetted Partners and Podcast Guests
Selina Harrell, MBA, Financial Advisor & Director
We’re More Than a Financial Service Firm.
We’re a team of dedicated professionals, passionate about empowering our clients to achieve their financial dreams. Our commitment to inclusion, our unwavering focus on client needs, and our deep-rooted community ties set us apart.
Meet the individuals who make JECohen exceptional, from our experienced financial advisors who guide you every step of the way to our corporate staff who ensure seamless operations. Together, we’re building a brighter financial future for our clients and our community.
JECohen
Financial Advisor & Director
FA Development Program
Dr. Pat Boulogne, Health Team Network
Empowering high-achieving professionals to optimize their health, habits, and performance—without burnout.
Through The 360° Life Mastery Method, a proprietary system designed for elite performers who demand both peak success and sustainable well-being.
Ready to elevate your performance and well-being—without compromise?
Let’s explore what’s possible together.
Dr. Pat Boulogne, DC, CCSP, AP, CFMP
CEO & Founder, Health Team Network
Kimberly Nicole Evans, Seismic Transformations
Kimberly Nicole Evans, Seismic Transformations
Seismic Transformations provides expert mentorship and strategic guidance, helping individuals and organizations unlock their full potential.
Kimberly Nicole Evans
CEO & Founder, Seismic Transformations
Uma Bansal, The Oracle Legal Group
Raychel Walker, Western & Southern Life
Kimberly Nicole Evans, Seismic Transformations
Uma Bansal is the Founder and Managing Partner of The Oracle Legal Group, a boutique law firm specializing in corporate law and intellectual property.
Uma Bansal
Legal Council Managing Partner
Houston Office: (346) 315-4441
Don Workman, Licensed Financial Consultant
Raychel Walker, Western & Southern Life
Raychel Walker, Western & Southern Life
Helping families & businesses protect, grow, and secure their financial future. "Your Shield for Your Financial Success"
Don Workman
Licensed Financial Consultant #2590237
Office: (214) 532-2678
Raychel Walker, Western & Southern Life
Raychel Walker, Western & Southern Life
Raychel Walker, Western & Southern Life
Planning your financial future, whether personally or for your business, involves many factors. With so many options, it can be challenging to navigate through all the decisions. Discover how we can help you with personalized guidance and solutions tailored to your specific needs.
Raychel Walker
Financial Representative
Greater Raleigh Agency
Office: (919) 230-6064
Teddy Nguyen, Lion Lam Money
Jeff York, Office & Industrial Tenant Represention
Jeff York, Office & Industrial Tenant Represention
My goal as a money coach is not just to teach you about “budgeting” and “saving money”, but to give you the hope and confidence you’ve been looking for with your money!
- Money Coach Teddy
Office: (214) 814-0799
Lion Lamb Money
Jeff York, Office & Industrial Tenant Represention
Jeff York, Office & Industrial Tenant Represention
Jeff York, Office & Industrial Tenant Represention
Commercial real estate advisory firm, helping businesses get the best deals on office space and warehouse space, in DFW and nationally.
Office: (972) 872-8585
Cell: (321) 663-4535
ITRA Global-York Property Company
Aaron Florez, Commercial Insurance Advisor
Jeff York, Office & Industrial Tenant Represention
Commercial Insurance Advisor for Real Estate & Multifamily | Protecting Investors, Brokers & Operators with Tailored Risk Solutions | Safeguarding Portfolios, Maximizing Value.
Office: (972) 590-3014
Cell: 469-684-5064
Champion Commercial Insurance Agency
Demetris Adekanmbi, Business Banker
Demetris is responsible for proactively collaborating with and supporting community stakeholders, with a mission to actualize the credit union’s core values: Caring, Understanding, Teaching, and exceeding expectations at every interaction. Helping others is at the heart of everything that I do.
Office: (972) 301-1944
Cell: 945-227-7336
Credit Union of Texas
Digital Marketing Consultancy Specializing in Client
Acquisition Systems. To assist coaches, consultants, course creators, & B2B service providers to get into the 1% of wealth by using our innovative digital marketing strategies.
Rhonda Hutchinson, Broker
Envision Home Lending
Owner/CEO@ Envision Home Lending LLC NMLS#1472174 / Company NMLS#2619789 /Reverse Mortgage Specialist
www.envisionlender.com
(214) 856-3747
Business Referrals of Vetted Partners and Podcast Co-Hosts
Rudy Frederico, Franchise Consultant
We Are The World's Leading Franchise Experts
FCC works as a single united team with hundreds of franchise companies around the world to give our clients the highest quality advice possible.
Surit Patel, Cost Segregation Advisor
That's where Sahan Consulting comes in. We equip small businesses and property owners with financial strategies to supercharge their cash flow, giving them the muscle to compete with giants. Our secret weapon? Unleashing tens of thousands through depreciation and cost segregation. IRS Publication 5653 is your proof!
Cindy Arledge, Generational Family Planning Specialist
Peter Gailey Cyber Security Solutions
I help business owners create a multi-generational plan to elevate their family's ability to thrive for the next 100 years.
Book a Free Discovery Call
Peter Gailey Cyber Security Solutions
Peter Gailey Cyber Security Solutions
Cyber Security Services In Dallas and the US
Are you a midsize or enterprise business that needs a prioritized systematic approach to address your cybersecurity vs. a bunch of projects?
Dana Garnett, Credentialed Advanced Mediator & Conflict Resolution Strategist
Dana helps you quickly identify and resolve issues at the heart of serious unending business conflict - partner disputes, team issues, lawsuits, divorce - so you can avoid costly mistakes. Make clear business, legal and financial decisions without regret, and get major relief from the stress with a new lease on life!
Brandy Marshall, Realtor Texas
Mickey Fox, PLLC, Attorney at Law
Mickey Fox, PLLC, Attorney at Law
Mickey Fox, PLLC, Attorney at Law
Ryan Osman, CPA, MBA, Managing Director
Ryan Osman, CPA, MBA, Managing Director
Qualified accounting professionals are in short supply, don’t take chances building your own team. Let our team of experts cover all your financial and accounting needs.
(347)-659-6071
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