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We are an advisory firm
building investment & financial strength
for individuals, families and businesses
get in touch
NANCY WAKEFIELD, cdfa®
Write: nancy@planserene.com
Schedule: calendly.com/exploreadvice
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JARED RAMUSSEN
Write: jared@planserene.com
Schedule: calendly.com/talkwithjared
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KELLY MCDERMOTT, CDFA®
Write: kelly@planserene.com
Schedule: calendly.com/kelly-planserene
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