Bio
Strategic Partner & Advisor
Colorado
Jill Isbell, CFP® CFP®
Senior Financial Planner
Colorado
Yenni Cheshire, FPQP®
Client Services Associate
New York & New Jersey
Zach Mohr
Advisor
Seattle
John Mortola
Financial Consultant
Florida
Ted Albrecht CFP
Financial Advisor
Florida
Sheila Meneses
Client Services Manager
Florida
Carol Liddy
Investment Operations Manager
Florida
Michael LaBarbera AIF
Financial Advisor, Managing Director
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