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Our goal is to help our clients achieve peace of mind that they have developed a plan to accomplish their objectives.
Byron E. Woodman
Founder and CEO
Lee C. McGowan
President & Senior Wealth Advisor
Peter R. Johnson
Pamela J.M. Dixon
Director of Finance and Human Resources
Michael J. Paquin, EA
Tax Manager & Trust Administrator
Andrew M. Richardson
Hailey K. Walsh
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