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Team
- Adam Nikulicz
- Andrea Broughton, CPA
- Ashton Liesfeld
- Claire Craighill, CFP®
- Cori Schmidt
- Dean Williams, CPA, CFP®
- Ethan Carter, CPA
- J. Kevin King, CPA, CFP®
- Jeneé Murphy
- Jonathan Bailey, CPA, CFP®
- Kierston Koplin
- Matthew Weglarz
- Mitchell Crowder, CFP®
- Rebecca Smith
- Sheila Smith
- Stephanie Stumpf, CPA, PFS, CFP®, CTFA
Posts
- Stock Options and Your Financial Plan: What You Need to Know Before You Cash In
- The Gift of Education: Options for Grandparents
- When Inheritance Includes Loss: Navigating Widowhood with Financial Clarity
- WealthCrossing: Pioneering a New Era in Wealth Management
- Retiring in Five Years or Less? Some Points to Consider
- Wrapping Up 2024, Kicking Off 2025: Year-End Tax Planning
- Market Update: Corrections, Bear Markets and Recessions
- Five Key Things from Biden’s Tax Proposals
- Tax Reform Under Biden: On Hold for Now?
- Trusts In Captivity
- The SECURE Act Changes Retirement Planning
- Community Give Back Day
- Family Meetings – How Can They Help Your Family?
- The Charitable Deduction Has Changed – Has Your Charitable Giving Strategy Changed With It?