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Focus Areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- Portfolio Reviews
- Wealth Strategies
- Estate & Legacy Strategies
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Certifications
CEPA®
Certified Exit Planning Advisor®CFA®
Chartered Financial Analyst®
Team Members
- Elysa NelsonSr. Branch Office Administrator
- Karen AndersonSr. Branch Office Administrator
- Tia MitchellSr. Branch Office Administrator
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