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Our Team
Paul Jackson
Jason Bergen
Kirk Dzaman
Brandon Fleenor
About You
Your Life Stage
Starting Out
Young Family
Established Family
Retiree
Single
You Need To Plan For:
Protecting Your Family
Investments
Retirement
Income Taxes
Your Child’s Education
Your Legacy
Running A Business
What We Do
Model Portfolio Investing
Financial Planning
Retirement Planning
Estate Planning
Tax Planning & Preparation
Portfolio Analysis
Insurance Analysis
E-Newsletter
Resources
Recent Articles
Video Library
Upload Files
Calculators
Life Planning
Gov’t Sites and Forms
Contact Us
Our Team
Paul Jackson
Jason Bergen
Kirk Dzaman
Brandon Fleenor
About You
Your Life Stage
Starting Out
Young Family
Established Family
Retiree
Single
You Need To Plan For:
Protecting Your Family
Investments
Retirement
Income Taxes
Your Child’s Education
Your Legacy
Running A Business
What We Do
Model Portfolio Investing
Financial Planning
Retirement Planning
Estate Planning
Tax Planning & Preparation
Portfolio Analysis
Insurance Analysis
E-Newsletter
Resources
Recent Articles
Video Library
Upload Files
Calculators
Life Planning
Gov’t Sites and Forms
Contact Us
Phone
Email
Portfolio
Search for:
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Our Team
Paul Jackson
Jason Bergen
Kirk Dzaman
Brandon Fleenor
About You
Your Life Stage
Starting Out
Young Family
Established Family
Retiree
Single
You Need To Plan For:
Protecting Your Family
Investments
Retirement
Income Taxes
Your Child’s Education
Your Legacy
Running A Business
What We Do
Model Portfolio Investing
Financial Planning
Retirement Planning
Estate Planning
Tax Planning & Preparation
Portfolio Analysis
Insurance Analysis
E-Newsletter
Resources
Recent Articles
Video Library
Upload Files
Calculators
Life Planning
Gov’t Sites and Forms
Contact Us
Search for:
Search Button
Our Team
Paul Jackson
Jason Bergen
Kirk Dzaman
Brandon Fleenor
About You
Your Life Stage
Starting Out
Young Family
Established Family
Retiree
Single
You Need To Plan For:
Protecting Your Family
Investments
Retirement
Income Taxes
Your Child’s Education
Your Legacy
Running A Business
What We Do
Model Portfolio Investing
Financial Planning
Retirement Planning
Estate Planning
Tax Planning & Preparation
Portfolio Analysis
Insurance Analysis
E-Newsletter
Resources
Recent Articles
Video Library
Upload Files
Calculators
Life Planning
Gov’t Sites and Forms
Contact Us
Our Team
Our client’s financial well-being is paramount above everything else. We strive continuously to help every client achieve their financial goals and dreams with the least amount of risk.
Paul Jackson
BA, CFP, CLU, RHU
Jason Bergen
CFP
Kirk Dzaman
EPC
Brandon Fleenor
CFP
Office Support Staff
Laura Dolby, CPA-CGA
Administration/Accounting
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Jodi Bethune
Manager of Administration
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Rachel Murray
Reception/Client Service
Email Me
Tara Messenger
Administration
Email Me