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Team

 
Jason Smith

Jason Smith, CFF, CEP

Certified Financial Fiduciary | Certified Estate Planner ™

Jeff Warnkin

Jeff Warnkin, CFP, CPA

Certified Financial Planner™ | Certified Public Accountant

Linda Biscup

Linda Biscup

Director of First Impressions

Bryan Bibbo

Bryan Bibbo, AIF

Advisor | Accredited Investment Fiduciary

Chad Weigl

Chad Weigl

Advisor | Medicare Specialist | Account Manager

Kelli  Knudsen

Kelli Knudsen, EA

Accountant | Enrolled Agent | QuickBooks Desktop Certified User

Gary Pelfrey

Gary J. Pelfrey

Advisor | Medicare Specialist

Holly Smith

Holly Smith

Client Services | Operations Manager

Joseph  Voellm

Joseph Voellm, MBA, ChFC

Advisor | Chartered Financial Consultant