Meet The Team

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John Smith, CFP®

President

Jane Smith, CFP®

Portfolio Manager

Tamara Jones

Client Services

Jeff Ford

Retirement Planner

Contact

  • Phone:
    (555) 555-5555
  • E-Mail:
    This email address is being protected from spambots. You need JavaScript enabled to view it.

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