Daniel Fritz is the Director of Products at SmartVault. Daniel is in charge of driving strategic product decisions through customer interactions, cutting edge technology, and strategic partnerships.

Daniel brings more than 10 years of experience ranging from Sales and Marketing to Product Development across multiple industries in the technology space. Most recently, Daniel was Vice President of Products at Azalea Health, which is a rural focused SAAS electronic medical record that helps underserved healthcare providers improve patient care and profitability. Prior to Azalea Health, Daniel had the opportunity to work with some of the largest healthcare organizations in the world as the Product Manager of symplr, a leader in health care compliance and credentialing. At symplr, Daniel was recognized with the companywide (J.E.D.I.) award.

Daniel received his Bachelor’s degree and Health Information technology certification from the University of Texas at Austin.

Dave Haase is a CPA and the Founder of TruePrep. He has run a small firm in the Bay Area since 2015 that focuses on high-income individuals and small businesses and their owners. 

Sergio Bustamante is the founder and Managing Partner at MSB Tax and Accounting LLC. Since 2021, MSB Tax & Accounting has been dedicated to providing reliable, nationwide services to businesses and individuals through a completely virtual experience. They offer tax planning, entity structure and formation, tax preparation (corporate and individual), bookkeeping, payroll and and payroll form filing, and sales tax filings. Sergio is committed to excellence, integrity, and building lasting relationships.