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What We Do
Independent Fiduciary
Wealth Planning
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Who We Are
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Our Firm
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Contact Us
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Is Firm Member
Shawn Wallace, CLTC®
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Mahir Vora
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Michael Tong
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J. Michael Tierney, Jr.
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Grace Tierney
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William Thrush
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Rick Tasker, GFS®, AIF®
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Kevin Talty, CFP®, EA
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Michael Stephens
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Julie Steinman, CFP®
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Jennifer Spence
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Lauren Sigman, CFP®
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