Our Team Melissa D. Bane, CPA, CFP®, PFS®, ChFC Senior Private Client Advisor “Never promise more than you can deliver. Always deliver more than you promise.” –V. Kann Rasmussen, entrepreneur Melissa’s top priority is to serve her clients proactively, such that they...
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Our Team Kalisse L. Evert Marketing & Events Specialist “The two words ‘information’ and ‘communication’ are often used interchangeably, but they signify quite different things. Information is giving out; communication is getting through.”...
