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Meet Our Team
We've got you covered
Find peace of mind working alongside our team which includes:
• Certified Portfolio Manager
• Certified College Funding Specialist
• Qualified Professionals Financial Paraplanner
• Chartered Retirement Planning Counselor
A Team With the Experience to Support Your Financial Goals
Kate Caswell
FPQP® , CRPC®
Client Service Manager
Colleen Farley
CPM®
Managing Principal & Portfolio Manager
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