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Candace Varner, CPATax, Partner
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Michael Lankford, JD, LLMLegal, Partner
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Sarah Bregman, FPQP®Operations
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Lisa EdwardsOperations
Services Offered
- Comprehensive Wealth Management
- Investment Management
- Tax Preparation & Planning
- Trusts & Estate Planning
- Financial Planning
- Retirement Planning
- Insurance
- International Services
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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.