Steve’s main area of focus is corporate tax planning and reorganization strategies for small to mid-sized privately held companies. Steve works closely with his clients to find out what is important to them, what their…

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Patrick always brings positivity to every situation! His upbeat attitude, boundless energy, and infectious laugh create an atmosphere of ease for everyone around him. This sense of calm naturally draws people to Pat and Secura…

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Tami has been developing her extensive career in the financial services industry since 2003. She has taken on a variety of roles including associate, advisor, and insurance sales director at the corporate level, winning a…

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