The Lion Group is a consulting group that joins Dan Geltrude, “America’s Accountant”, Rob Gill of Epic Financial and Sean Callagy of Callagy Law. The group visited the Vermont campus this week with a focus on doing CPE workshops across the US that identify accountants who want to grow their practice by adding financial services. National Life will be recruiting financial services agencies across the US to partner with these accountants, who will contract through Epic Financial.
Sean Callagy, Esq. – Founder & President, Callagy Law
Tom Falotico – COO, Callagy Enterprises
Rob Gill – Founder, EPIC Wealth Management
Dan Geltrude – Founder, Geltrude & Company, LLC
Feature photo (L to R): Tom Falotico, Dan Geltrude, Jim Carroll (center), Sean Callagy, and Rob Gill