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Tim Voorhees, JD, MBA, AEP®

Mark Ziebold, JD, LLM (Principal) Evan Pan, MBA, CFA Pete Lepiscopo, JD
       

David Holaday, ChFC, CAP

Julie Kasner, CFP®

Greg Trump, CFP® Gary Million, JD
       



Lara Johnston

Jane Lockett

Christina Chyou Tim Stranske
       
Ruth Mannix Hickson Chen Tara Abrams Jackson Roberts
 

U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.