Two people deliver this program: The business side is delivered by Tim Smith. A CFP®, Tim has 34 years of experience as a sales manager and consultant to financial advisors through the companies he has built, including most recently as Founder and CEO of Aurora Private Wealth, Inc.

The personal wellness side is delivered by Tara Smith. Tara is a CPA, formerly with PriceWaterhouse. She is a Certified Holistic Health Coach, who has been providing individual coaching for the past several years. That includes coaching for Tim, which was the genesis of the Health & Wealth Coaching Program.

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