David C. Bowman, CFP®

Founder, Virtual Back-Office Planner

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Benjamin Daniel

Virtual Back-Office Planner​

Megan Wilsey, CPA, CFP®

Virtual Back-Office Planner

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Brian J. Kallback, M.A., M.S., CFP®, QPA, CLU®, CTFA

Virtual Back-Office Planner

Schedule Discovery Call