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Meet The Team
Mike Monteith, CFP®
CERTIFIED FINANCIAL PLANNER™
Jack Monteith, CFP®, CPA
CERTIFIED FINANCIAL PLANNER™
Certified Public Accountant
Michelle McDowell
Client Relations Manager
Master of Professional Accountancy
CPA Candidate
Dan Pugh
Business Development
Chief
Advertising and Barketing
Morale Manager
About: Testimonials
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