Wealth Enhancement
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Merissa McCuen, CFP®
Merissa has over 10 years of wealth management experience. She helps clients achieve meaningful goals while simplifying personal wealth...
Jake Peroceschi CFP®, AWMA®
Jake is a seasoned professional in the financial industry with an impressive 25-year track record.
Amanda Sachs CFP®, ChFC®, CLU®
Amanda brings over a decade of financial planning experience. She is driven by a passion for helping families navigate...
