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He is passionate about helping people.
His vision for the company is to provide planning services to anybody and provide discretionary investment management or wealth management for some clients as appropriate.
His Bulldog Butch is four years old and loves to meet new people. He goes on lots of short hikes, plays with a basketball, and eats a bulldog egg once a day. Butch is an inspiration to create great client experiences.
Please visit the services page to learn more about the types of services offered.
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