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Home
Solutions
What is a Wealth
Coach
™?
The Wealth
Care
Solution™
The Retirement
Plan
Optimizer™
The Fiduciary
Relief
Act™
Resources
Wealth
Book
Series
Five Stages of Financial Life
Does One of These Sound Like You?
Published Articles
Industry News
Wealth Confidence Mindset
Blog
About Us
Our Philosophy/Commitment
Team Members
Laura Chiesman, CFP®, CDFA®
Robert DeVries, MBA, AWMA®, CRPS®
Jamie B. Ostrander
Leslie Carlson, FPQP™, CAP
Julie Allen, MBA
Tom Kirk, CPA-PFS
Neil Jackson, MBA
Trina Gorsuch, MBA
Brenda Mowbray-Walker
Maria Sulick, FPQP™
Joan Soderberg, FPQP™
Tonyah Everett, FPQP™
Ryan Gorsuch
Laura Fedorenko
Patricia Wood
Lea Ramos
Careers
Community Support
In The Press
First
Wave
Splash
Important Documents
Privacy Policy
Form CRS
ADV Form Part 2A
ADV Form Part 2B
Contact
Client Access
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