Founder, CPA/PFS, CFP®, CGMA, CDFA
CPA
ATP, Accountant
Accountant/Technologist
MAcc
CPA, MAcc, CGMA
CPA, MAcc
CPA, MBA
CPA, CFP®, CGMA
CPA, CFP®, MBA
Accountant
Accounting Services Director
Accounting Services Support
Office Manager
Office Assistant
Firm Administrator
Marketing and Customer Experience Manager
Office Administrator Assistant
COO
President, CFP®
Executive Assistant
Director of Client Engagement
CFP®
Founder - BNA Wealth
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