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Client testimonials and endorsements reflect individual experiences and may not be representative of all clients. No compensation was provided unless otherwise disclosed.

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JT Trimble, CEPA®, CFP®️

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Katie Kavehrad, CFP®, CAP®

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Katie Villegas, CFP®

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Naomi Roy, CFP®

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Roch Monnig, CFP®

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Steven Murphy, CFP®

Lead Financial Advisor

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