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Raise Your Expectations
Thomas Schorn, CPA•CFP®
Valerie Flores,CPA•CFP®•EA
Franklin Banfer, CFP®
Daniel Mercado
Brett Reitnauer
Zachary Pacello
Eva Mercado
Gabriella Spallino
Erin Semelka, MBA, CRPC®
What We Do
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PORTFOLIO MANAGEMENT
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FINANCIAL PLANNING
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TAX PLANNING
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February Market Review
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Monthly Market Review