Our advisors

Our team

Alli Mulder

Alli Mulder

Paraplanner

Qualifications

  • Series 7, Series 66, Life, Health and Long Term Care Licenses

Roles & Responsibilities

  • Alli runs the operations for the practice and our financial planning processes.
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Michele Moffett

Michele Moffett

Client Service Coordinator

Roles & Responsibilities

  • Michele manages all client service aspects of the practice including scheduling.
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John Zandstra

Financial Planning Assistant

Qualifications

  • Series 7
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