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Team

 
Coming from a CPA firm background, Dave Hutchison, CFP offers financial planning and investment advice either in a fee-only capacity of the Registered Investment Advisor or as a registered representative of Cetera Advisors, depending on a

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John J Rada

Life and Health Insurance Consultant

John works with pre & post retirees assisting them with savvy Social Security planning, transitioning to Medicare, life insurance, lifetime income planning including life and Annuity based self-insurance plans designed to address the...

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Lacy RIP

Greeter

Lacy was recovered from a rescue and was an efficient doorbell alternative and friendly greeter that many clients enjoyed. Sadly she broke her leash while playing outdoor, ran off and was never found. We have lots of coyotes that come...

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