Biographies
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Daniel Dodgen
CFP®, CHFC®, CLU®, CPFA® CERTIFIED FINANCIAL PLANNER® professional | Investment Advisor Representative
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Jacqueline Goodreau
CASL®, RICP®, Financial Services Representative | Investment Advisor Representative
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Kathy Flores
Financial Services Representative | Financial Advisor
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Tony Krickl
Financial Services Representative | Financial Advisor
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Katy Chai
Financial Planner | Wealth Management Advisor
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Savannah Dodgen
Administrative Partner
