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John Norman, CLU<sup>&#174;</sup>, ChFC<sup>&#174;</sup>

John Norman, CLU®, ChFC®

As the team's Advanced Planning & Special Needs Planning specialist, John's years of experience help individuals aim to maximize their financial potential.

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Christopher Carrion

Christopher Carrion

Chris educates individuals on cash flow management. As the team's risk management specialist, he helps protect the wealth clients build along the way.

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Jerod Frank, ChFC<sup>&#174;</sup>

Jerod Frank, ChFC®

As the team's Investments and Business Owner Specialist, Jerod  empowers clients in optimizing their privately held businesses or carefully accumulated savings to meet their personal financial goals

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