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David C. Bowman, CFP®
Founder, Virtual Back-Office Planner
Benjamin Daniel
Virtual Back-Office Planner
Megan Wilsey, CPA, CFP®
Virtual Back-Office Planner
Brian J. Kallback, M.A., M.S., CFP®, QPA, CLU®, CTFA
Virtual Back-Office Planner
Schedule Discovery Call
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