Our Team

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President and CEO

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Founder and Director of Financial Planning Services

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Chief Investment Officer

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President at RS Tax and Accounting

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Accountant at RS Tax and Accounting

Director, Client Services

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Client Services Manager

With more than 90 years of combined experience in the financial services industry, our team of professionals specializes in working with you to create an environment of trust. We take the time to get to know you and to educate you on your available financial options. We empower you to do what you want to do, not what you have to do, today, and especially in your retirement years.

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