Our Team
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Tom Moffat
Pension, Retirement Plans
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Danielle Demars
Office Administration
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Mai-Han Shultz
Relationship Manager
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Andrew Thom
Investment Consultant
Planning Team
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Aaron Huntoon, CRPC
Estate Planning
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Jon Lee, CFP®
Succession Partner
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Derek Tuz, CFP, ChFC, CWS, CBEC
Financial Planner