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01 Jan 20142014 Numbers Unlimited Released!

Devin Wolf, CFP® serves as our Chief Investment Officer (CIO) and leads our 401(k) branch. As a wealth manager Devin is responsible for delivering comprehensive financial solutions to high net worth clientele. His expertise in navigating complex situations has lead to working with business owners and clients with taxable estates.
W. Devin Wolf, CFP®
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Our Annual 2014 Numbers Unlimited sheet is now available in PDF form. Click here to get the latest.

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