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Our Support Team


Financial Representative

Jane joined our team in March 2017 as a Financial Representative. Jane has over 30 years of financial services experience, her longest tenures with The Vanguard Group and KenCrest/Securet Pooled Special Needs Trust. Jane is primarily...
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Operations Manager

Kelly joined our team in 2015. She is currently enrolled at the University of Phoenix and working towards her B.S. in Management with a Marketing Certificate. She has a certificate in IT support from Computer Learning Center...

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