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Get to Know the People in Your Corner

We'd love to share a little about who we are, what drives us, and why helping people in this community is the most rewarding work we can imagine.

Meet The Team
Get to Know the People in Your Corner

We'd love to share a little about who we are, what drives us, and why helping people in this community is the most rewarding work we can imagine.

Jake Amsellem

Jake Amsellem

Financial Planner

Brandon Lipsky

Brandon Lipsky

Client Services Associate

Lindsay Carter

Lindsay Carter

Tax Director

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