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Care and Savvy Expertise
Our team is dedicated to providing our clients with service tailored to their individual needs
Jessica Howe, CFP®
Financial Advisor & President
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Megan Buchanan, CFP®
Financial Advisor
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Brent Hunsberger, CFP®
Financial Advisor
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Joanne Boorman,CFP®
Associate Advisor
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Andrea Vedder
Associate Advisor
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Andy Nieto
Operations Specialist
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Sydney Plaza
Administrative Assistant
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