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Katie Smith

Director of Client Services
Lauren

Lauren Dobzinski

Director of Client Engagement
Craig

Craig Pohl

Senior Financial Advisor
Colleen

Colleen Williams, CPA

Director of Finance
Sara

Sara Weigman-Camarote

Director of Compliance
Michelle

Michelle Koehler

Client Service Associate
Lisa

Lisa Barnaba

Client Service Associate
Austine May

Austine May

Client Service Associate

Katie VanVeldhuizen

Accounting Associate

Connect with a Tax Advisor

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