Financial Planning Advisor
My 30 year career in the Financial Services Industry has helped me to identify and simplify the Financial Planning Process for my clients.
As an Advisor, with Assante Wealth Management, I am able to taylor investment solutions to meet all of our clients' needs.
Administrative & Marketing Assistant
Matthew has been working closely in my practice for the last 5 years providing essential administrative and marketing services/solutions to meet the needs of our clientele.
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