Meet the Team
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Jan F. Jumet, CPFA, JD,
MS-TaxIndependent Financial Advisor
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Jesse A. Pigoni, CFP, CPFA, CRC
Independent Financial Advisor
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Melissa A.
Busso, CPFACompliance & Operations Manager
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Ryan Heckathorn
Retirement Plan Operations
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Olivia Alexander
Community Development & Business Relations
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Yolanda Y. Arteaga
Client Service
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Samuel Berdine
Junior Financial Assistant
