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About

Meet the Team

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Scott Kline, RFC®

Retirement Income, Tax Planning, Business Consulting, Wealth Management

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Seth Spitzke

Financial & Tax Planning

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Katelyn LaCosse

Director of Operations

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Chasen Smiley

Associate Director

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Morgan Tolentino

Client Operations Specialist

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Madison Shifflett

Client Relations Specialist

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Nancy Lagoy

Client Relations Specialist

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Jenny Weeks

Client Relations Specialist

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