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Our Team

Dana P. Basballe, CFP®

Dana P. Basballe, CFP®

Certified Financial Planner

Karen Scanlon<br><br>

Karen Scanlon

Registered Sales Assistant

Patrick Heaser<br><br>

Patrick Heaser

Sales Assistant

Kari Brown<br><br>

Kari Brown

Registered Sales Assistant

Jeffrey Fry

Jeffrey Fry

Investment Advisor

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck