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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
Blog
About Us
Our Philosophy/Commitment
Team Members
Tom Kirk, CPA-PFS
Laura Chiesman, CFP®, CDFA®
Robert DeVries, MBA, AWMA®, CRPS®
Jamie B. Ostrander
Leslie Carlson, CAP
Joan Soderberg
Brenda Mowbray-Walker
Maria Sulick
Neil Jackson, MBA
Troy Lerche, FPQP™, CFP®
Tonyah Everett, FPQP™
Trina Gorsuch, MBA
Julie Allen
Careers
Community Support
In The Press
First
Wave
Splash
Important Documents
Privacy Policy
Form CRS
Contact
Client Access
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