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You don't have to struggle alone, you've got our assistance and help.

Ryan Whittaker

David Podell

Doug F. Prawitt

Doug F. Prawitt

Jim Buttonow

Jim Buttonow

CPA, CITP

Jodi Bloom

Joel Slatis

Larry Pon

Larry Pon

CPA/PFS, CFP, EA, USTCP, AEP

Lee Slavutin

Marc Tassé

Marcia L. Miller

Marcia L. Miller

Mark DiMichael

Mark McAndrew

Mark McAndrew

Mark Mirsky

Mark Mirsky

CPA, MST, CGMA

Paul Neiffer

Paul Neiffer

CPA

Peter Miele

Rizek Housari

Rizek Housari

Associate Vice President, Wealth

Robert S. Keebler

Robert S. Keebler

CPA/PFS, MST, AEP (Distinguished)

Ryan Jennings

Ryan Jennings

Santiago Barrientos

Santiago Barrientos

Scott Spradling

Scott Spradling

Todd C Steinberg

Todd C Steinberg

Todd C Steinberg

Todd C Steinberg

Tyler S. Clark

Tyler S. Clark

Co-Founder

Tyler S. Clark

Vicki M. Lambert

Vicki M. Lambert

Warren M Bergstein

Warren M Bergstein