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Heritage Financial Consultants LLC
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Rick Mooney
Client Relationship Manager
Cameron Lemke
Client Relationship Analyst
Silas Hoxie
Registered Assistant
Slater Ottenritter
Registered Financial Planning Assistant
Cfp® Doug Mistler
Practice Manager For Christopher Portner, M.s., Cfp®
October, 2022 - present
Client Relationship Analyst at DOOR Ventures
Client Relationship Analyst at Interpolitan Money
Client Relationship Analyst at Applegate & Thorne-Thomsen, P.C.