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Dave grew up in Madison, WI and has been a lifelong resident. After working as an Accountant for many years, Dave felt the pull into Financial Services to further enhance the value he offers to his clients. An Enrolled Agent (EA) with...

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Jordanna DeJaynes

Administrative Assistant

(608) 836-8787

(608) 836-6366

Jordanna  has a Bachelors of Science and Education in Communicative Disorders from the University of Madison – Whitewater. Jordanna will work with clients in the area of...

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