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Shannon Markle
Rob Teague
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Contact Us
Home
About Us
Shannon Markle
Rob Teague
Taylor Barton
Joe Schwartz
Jonie Markle
Our Services
Alternative Securities: Real Estate Investment
Cash Flow Analysis
Charitable Giving
Estate Planning
Investment and Wealth Management
Large Business Employer Retirement Plans
Retirement Income Management
Small Business Employer Retirement Plans
Tax Mitigation & Planning
Tax Strategies & Minimization
Our Process
Jobs
Contact Us
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