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- General Info
- I am an experienced advisor with 19 years of service to my clients. I specialize in partnering with estate planning attorneys and tax preparers to provide clients with comprehensive and collaborative service. The client experience I strive to provide can be summarized with these three areas of focus: Honesty and Transparency, Continual pursuit of excellence, and Personal Care.
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Phone: (419) 552-2009
Address: 219 S Front St Ste 301, Fremont, OH 43420
Website: website
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