Archive

Client Service Manager

Dorene Marquet

Dorene began her financial services career in 1997 and has over 20 years of experience in wealth management operations, including leadership roles at several firms...
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Jonathan Laddy, CPA

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Nick Satterfield, CPA

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Angi Queenan

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Peter Zinnen

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Ron Salter

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Andy Lee, CPA

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Patricia De Fonte, JD, LL. M

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Ryan Lockhart, LL,M

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Aaron Wu, Esq

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