Providers Team
Professional Referral Network (PRN)
Michael Potter, Esq.
Wealth Preservation Advisors
Asset Protection, Business & Estate Planning
(702) 463-3788
WealthPreservation@cox.net
www.WealthAdvisors.net
Michael is an advisor to celebrities, athletes, families, business owners and investors. His most recent books are 21st Century Privacy, Securing Your Financial Fortress, The One-Minute Tax Coach. Michael has both a domestic and international business and legal background and is admitted before multiple state and federal courts including the U.S. Tax Court, the Ninth Circuit Court of Appeals, the Federal Circuit Court of Appeals, the U.S. Court of International Trade and the United States Supreme Court. Michael has been an attorney since the 1980s and his integrated planning practice is focused on Business and Estate Planning, Charitable and Retirement Planning, Asset Protection & Wealth Preservation, core-values based Multi-Generation Legacy Planning.
Theresa Fette, MAcc, LL.M.,
CEO
Provident Trust Group LLC
Trust Services
(702) 434-0023
Theresa@providentrust.com
www.ProvidentIRA.com
Provident Trust Group, LLC is a full service trust company, licensed and bonded for the purpose of administering custodial services with an emphasis on self-directed retirement plan administration for individuals and businesses.
Jason Helquist, MA, LL.M.
Provident Trust Group LLC
President
(702) 434-0023
Jason@TrustProvident.com
www.ProvidentIRA.com
Jason directly services both domestic and international income, retirement and estate planning for the company's high net worth clients.
Jason received his LL.M. in Taxation from Georgetown University Law Center and his J.D. from Syracuse University College of Law. He received his M.A, in Economics from The Maxwell School of Citizenship and Public Affairs of Syracuse University.
Jeremy C. Green, JD, LL.M.
Vice President of Business Development / Senior Trust Officer
Provident Trust Group LLC
Zone Management
Co-Founder, Managing Director
(404) 542-4370
Jeremy@TrustProvident.com
Jeremy specializes in Business Planning, Asset Protection, Small Business Development, Licensing, Medial & Entertainment Law, Compliance and Transactional Analysis. Jeremy received his LL.M. in Taxation from the University of Missouri-Kansas City and his J.D. from the University of Arkansas.
Patrick E. Ogle, J.D., LL.M
Co-Founder, Managing Director
Zone Management
(470) 651-5027
Patrick@Zone-Mgmt.com
Patrick received his J.D. from the University of Arkansas School of Law, and a LL.M. in Securities and Financial Regulation from the Georgetown University Law School.
Michael Harmon, CPA
Senior Partner
L.L. Bradford and Company
(702) 735-4854
mike@llbradford.com
www.llbradford.com
Michael is a Certified Public Accountant licensed in the State of Nevada.
His primary focus is business consulting, which includes performing
outsourced Chief Financial Officer services as-well-as consulting on
mergers and acqusitions and preparation of SEC filings for public
companies. Michael holds a Series 27 FINRA license and is a member of the
American Institute of Certified Public Accountants, the Turnaround
Management Association, and the Nevada Society of Certified Public
Accountants.
Tim Owens
Primary Residential Mortgage Inc.
Mortgage Services
(888) 678-5493
TOwens@PrimeRes.com
www.PrimaryResidentialMortgage.com
Primary Residential Mortgage, Inc. (PRMI) is a respected, nationwide mortgage lender with over 275 branches in 49 states and over 1800 employees. As a direct lender, PRMI controls the entire loan process, in-house, from start to finish.
Dave Buttaro
DMB Insurance
Group Benefits
(610) 326-0940
DMDInsurance@aol.com
www.DMBInsurance.com
Mr. Buttaro has bee providing group life, health, disability, property, casualty, dental, vision and prescription drug plans to small businesses for over 35 years. Dave is a member of the National Association of Insurance and Financial Advisors (NAIFA).
Platform Services
John Clark, CFO
Royal Metals Group offers a streamlined process for the investment, purchase, and acquisition of
deliverable precious metals, including Gold, Silver, Platinum and Copper.
Mike Dressander Mike Dressander, President
Dressander & Associates is the premier Life and Annuity marketing company in the United States.
The SummitAlliance Team
SummitAlliance Capital Management (SACM) is an independent investment management and research firm that provides comprehensive investment management solutions and services for clients of The WealthCare Center.
American Endowment Team
American Endowment Foundation (AEF) is a national, independent sponsor of Donor Advised Funds. AEF offers a neutral platform for investment flexibility and grant making, as well as administrative expertise geared to personalized charitable management.
