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Daniel ApplegateFinancial Planner
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Cole Beckwith, MBAFinancial Planner
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Mathew LitsheimFinancial Planner
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Austin McDonough, CFP®Financial Planner
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Tovin McGovern, CFP®Financial Planner
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Johnny ThompsonFinancial Planner
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Mary Tunakan, JDFinancial Planner
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Lance ZassoFinancial Planner
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Brian Ingleright, CPATax
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Grant Martens, CPATax
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Amisha Mehta, CPA, MBATax
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Rachel Ronald, CPATax
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Keli Wike, CPATax
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Leah Ellsworth, JDLegal
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Erica BeirigerOperations
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Cory Ginger, MBAOperations
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Annie HoganOperations
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Jody MandlOperations
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Shawna PerowOperations
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Jessica TurnerOperations
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Renee VogelOperations, Partner
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.