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Local Team

Jeffrey J Manderfeld CFP®, ChFC®, CLU®

Founder and Partner

Thomas E Clasby CFP®

Partner

Erin J Ecker

Partner

Catherine J Lindus

Director of Operations

Kaylee Beier

Financial Planning Analyst

Dani Olinski

Client Experience Manager

Paula Lee Zepczyk

Client Experience Manager

Noah Hinsch

Associate Portfolio Advisor

Evelyn Sorensen

Planning Assistant