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Featuring Matt Brown

Meet Matt Brown! Matt is a financial advisor in our Overland Park, KS office. Matt’s expertise in the retirement planning industry stems from his love of getting to know people and helping them figure out how and when they can retire. Matt knows that even when people...

Featuring Jim Hirst

Meet Jim Hirst! Jim is the managing director of our Carolina operations in Raleigh, NC. Jim graduated from Fairfield University, where he studied economics. After spending 15 years on the institutional side of the financial services industry, he wanted to bring those...

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