Meet The Team

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Team Member

John Smith, CFP®

Team Member

Jane Smith, CFP®

Portfolio Manager
Team Member

Tamara Jones

Client Services
Team Member

Jeff Ford

Retirement Planner


  • Phone:
    (555) 555-5555
  • E-Mail:
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Broker Check

Securities offered through [ your Custodian / BD ]. Member FINRA/SIPC.
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