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Full Investment Management
Coordinated Financial Planning
Insurance Coverage
Retirement Planning
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Staff
David P. Olsen, CFP
®
Financial Consultant
Financial planning services with individuals and business owners
Investment portfolio management
Monitors markets for potential impact on your investments
Facilitates estate and tax planning issues
CERTIFIED FINANCIAL PLANNER™
Contact by Email
Michelle Vertorano, FPQP
™
Operations Manager
New business coordinator and account maintenance
Processes all client trades, deposits and withdrawals
Contact by Email