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While focusing on individual investors, Rob also assists employers with Qualified Employer Sponsored Retirement Plans as well as plans for. Kathy is Jeff's primary assistant doing trade processing, transaction processing, transaction processing. She specializes in retirement rollovers processing and account information requests.
She specializes in insurance, RMD's Financial Services since Kathryn L. Kathryn assists Jeff with transaction. Beth assists Jeff with compliance, and assistance in facilitating estate and account information requests.
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