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Resources & Education
is to guide individuals and organizations to align the decisions they make around money to their purpose for it.
M. Ed., CFP®
Randall E. Davey
Todd “Heat” Seger
Colonel, USAF (Retired)
Financial Client Services
Client Care Specialist
Director of Client Services
Organizational Consultant to Non-Profits, Charities, and Foundations
Director of Life Insurance Services
We manage assets for individuals, non-profits and business owners, providing investment management and financial planning services.
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