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Heritage Financial Consultants LLC
Cfp® Doug Mistler

CM

Cfp® Doug Mistler

Practice Manager For Christopher Portner, M.s., Cfp® at Heritage Financial Consultants LLC

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Manager

Rick Mooney

Client Relationship Manager

Peers

Silas Hoxie

Registered Assistant

Slater Ottenritter

Registered Financial Planning Assistant

Cameron Lemke

Client Relationship Analyst

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Timeline

Practice Manager For Christopher Portner, M.s., Cfp®
September, 2015 - present