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Dave Swan

Wealth Advisor

Specialities

  • Financial Planning
  • Contract Review
  • Disability & Life Insurance
  • Tax Consulting
  • Retirement Planning
  • Real Estate Investment
  • Estate Planning
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Michaela Speer, CFP®, ChFC®

Wealth Advisor

Specialities

  • Financial Planning
  • Contract Review
  • Disability & Life Insurance
  • Tax Consulting
  • Retirement Planning
  • Real Estate Investment
  • Estate Planning
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Justin Nabity, CFP®, CLU®, ChFC®

Founder, Partner, & Financial Planner

Specialities

  • Financial Planning
  • Contract Review
  • Disability & Life Insurance
  • Tax Consulting
  • Retirement Planning
  • Real Estate Investment
  • Estate Planning
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Reid Lancaster

Partner

Specialities

  • Contract Review
  • Private Practice Startup
  • Strategic Business Planning
  • Contract Negotiation
  • Business Development
  • Partner Management
  • Leadership Coaching
  • Recruiting
  • Business Coach
  • Life Coach