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July, 2023 - present
January, 2023
March, 2021
May, 2019
January, 2018
Senior Financial Planner, Regional Director Oregon at Evergreen Gavekal
Senior Financial Planner at United Asset Management
Senior Financial Planner & Analyst at Tasteful Selections LLC
Senior Financial Planner at ProVise Management Group, LLC.
Senior Financial Planner at Sanlam
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