Tim McNeely - Exit Planning for Dental Entrepreneurs
Tim McNeely, CFP®, CIMA®, CEPA®, CPFA®, is the founder of LifeStone Family Office. He serves high-net-worth dental entrepreneurs who want to maximize what they keep from their exit.
Tim McNeely, CFP®, CIMA®, CEPA®, CPFA®, is the founder of LifeStone Family Office. He serves high-net-worth dental entrepreneurs who want to maximize what they keep from their exit.