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Our Team
Robert Judd
CPFA™, CEBS
Managing Partner
Jean M. Dailey
CPA, CPC, QPA, QKA®, QPFC, TGPC, CPFA™, ERPA, QKC
Manager of Retirement Plans and ERISA Consulting
Michelle Cannan
CPFA™, QKA®, QKC
Retirement Plan Administration and Consulting
Leo J. Chiaraluce, Jr.
QPA, QKC, QKA®
Retirement Plan Consultant and Third Party Administrator
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