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We are here to help you achieve your financial goals!

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We would love to help you Enjoy What’s Ahead.
If you are looking for assistance with financial planning, or just want to ask us some questions, please feel free to contact us.
SERVICE INQUIRY

Kevin R. Connolly, MBA

Chief Executive Officer

Allen Dembski (He/Him)

Chief Operating Officer/Vice President

Jeffrey Husarek

FINANCIAL ADVISOR

Juliana Janson, MBA

FINANCIAL ADVISOR