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Tara Unverzagt
President & Senior Financial Planner
Nina Reeder
Client Service Associate
Sadie Goodwin
Marketing Manager
Michael Rodriguez
Junior Financial Planner
Jessica Robertson
Lead Financial Planner
Mary Ann Sullivan
Junior Financial Planner
Alison Rosa
Operations Manager
President & Senior Financial Planner 
Client Service Associate 
Marketing Manager 
Junior Financial Planner 
Lead Financial Planner 
Junior Financial Planner 
Operations Manager 
