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What We Do
Financial Planning
Investment Management
Equity Compensation
Tax Planning
Real Estate Strategy
Estate Planning
Why Choose Us
Who We Serve
Resources
Resources
Blog
In the Media
Frequent Questions
Videos
Client Portal
Charles Schwab
Interactive Brokers
eMoney Advisor
Blueleaf
Start Here
About Us
About Us
Fees
What We Do
What We Do
Financial Planning
Investment Management
Equity Compensation
Tax Planning
Real Estate Strategy
Estate Planning
Why Choose Us
Who We Serve
Resources
Resources
Blog
Videos
Client Portal
Charles Schwab
Interactive Brokers
eMoney Advisor
Blueleaf
Start Here
Archive
29 Oct 2025
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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13 Aug 2025
Jonathan Laddy, CPA
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13 Aug 2025
Nick Satterfield, CPA
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13 Aug 2025
Angi Queenan
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13 Aug 2025
Peter Zinnen
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13 Aug 2025
Ron Salter
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28 Jul 2025
Andy Lee, CPA
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28 Jul 2025
Patricia De Fonte, JD, LL. M
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28 Jul 2025
Ryan Lockhart, LL,M
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28 Jul 2025
Aaron Wu, Esq
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