STRATEGIC PARTNERS
Jason has known Catherine since before the firm's founding. She is fun, smart, giving and among many expert "partners" that he and Doug trust to serve our clients.
Over the next few months, we'll introduce some of the other professionals that provide a range of services: from estate planning, and risk management, to daily money management, family dynamics, healthcare and trust services.
We'll schedule these "zoominars" about once every two weeks.
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