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Nick CzarneckiFinancial Planner
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Todd Ericson, CFP®, ChFC®Financial Planner
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Brian Lester, CFP®Financial Planner
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Reba PennellFinancial Planner
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Brett Basom, CPATax
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Audrey Horton, CPATax
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Elizabeth Kouri, CFP®, CPATax, Partner
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Amy McCue, CPATax
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Eric FilimonLegal
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Christina Knopke, JDLegal
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Renee Rohe, JD, LLMLegal
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Amanda EvansOperations
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Cory Ginger, MBAOperations
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Carolyn InkOperations
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Tyler RutledgeOperations
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Jenny SchneiderOperations
Services Offered
- Comprehensive Wealth Management
- Investment Management
- Tax Preparation & Planning
- Trusts & Estate Planning
- Financial Planning
- Retirement Planning
- Insurance
- International Services
Meet Your Team

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Once we receive your inquiry, a team member will be in touch to set up your free, no obligation consultation within one business day.