Featured Recognition
Randy and Renée have been featured in a range of publications for their expertise at the intersection of taxes, emotions, and leadership. Most recently quoted in Forbes and Psychology Today (Sept 2025) on the emotional and strategic value of financial communication among high earners: “Assertive Money Talk Builds Respect & Wealth.” When you refer a client, you’re not only connecting them with trusted advisors, you’re giving them access to the same transformative strategies that are being recognized by top media and industry voices.



