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Our Team

David C. Malone, CRC®

David C. Malone, CRC®

Founder, Senior Wealth Advisor

Arthur P. Jensen, CPA

Arthur P. Jensen, CPA

Senior Tax Planner

Kereti Tuioti<br><br>

Kereti Tuioti

Senior Strategist

Richard J. Albrecht, J.D.

Richard J. Albrecht, J.D.

Senior Estate Consultant

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck