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TONY DRAKE, CFP®

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WENDY PEPERKORN, CFP ®

FINANCIAL ADVISOR

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FINANCIAL ADVISOR

TOM NEUMANN

FINANCIAL ADVISOR

RYAN VOIGHT

DIRECTOR OF OPERATIONS & OFFICE ADMINISTRATION

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BUSINESS SUPPORT SPECIALIST

KALLY KROENER, FPQP™

CLIENT SERVICE SPECIALIST

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FINANCIAL ADVISOR

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TONY DRAKE, CFP®

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28 Sep

Talking about finances is never easy, but it's important to do with your significant other. I joined @CBS58 to share tips for getting on the same financial page as your partner. #educationfirst #RetireHappy

https://www.cbs58.com/news/local-financial-expert-reveals-romantic-deal-breakers-involving-finances

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16 Sep

Want to help your kids or grandkids pay for college? In my latest article with @Kiplinger , I shared three ways you can help your loved ones without derailing your retirement. #EducationFirst #RetireHappy

https://www.kiplinger.com/personal-finance/careers/college/605224/3-key-ways-you-can-help-a-child-or-grandchild-pay-for

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25 Aug

The youngest millennials are approaching their 30s with a bit of financial anxiety. I joined @CBS58 to share a few money mistakes millennials are making and how to fix them. #EducationFirst #RetireHappy

https://www.cbs58.com/news/financial-tips-for-millennials-struggling-with-their-money

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