Focus Areas
- Entrepreneurs & Business Owners
- Wealth Strategies
- Retirement Income Strategies
- Business Retirement Plans
- Estate & Legacy Strategies
- Corporate Executives
Certifications
CEPA®
Certified Exit Planning Advisor®
Personal Interests
- Hiking
- Backpacking
- Board Games
- Motorcycles
- Home Improvement
Team Members
Kim GearouSr. Branch Office Administrator- Shanna HoffmanBranch Office Administrator
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