Jason Demland
Financial Advisor
(419) 785-4525 [email protected]I love what I do. I get to teach everyday and help solve problems that really confound some …
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Jason Bernal
FOUNDER | FINANCIAL ADVISOR
(419) 785-4525 [email protected]I began my career in the financial services industry while attending the University of Toledo. After graduating, I …
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Zoe Tracy
Administrative Assistant
(419) 785-4525 [email protected]My entire life has been one long lesson in administration. As a child, my mom brought me to …
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