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Sara is on the Business Processing team. They handle a wide variety of business tasks from new account applications to managing transfers and estate settlements. They ensure all financial transactions are processed accurately and efficiently. Sara is based out of our Northfield office location.
Tonya is on the Business Processing team. They handle a wide variety of business tasks from new account applications to managing transfers and estate settlements. They ensure all financial transactions are processed accurately and efficiently. Tonya works out of our Belle Plaine office location.
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I will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with me.
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The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
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