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Get to Know Us, Meet Our Team
Our team combines expertise, precision, and client-focused service to help individuals and businesses manage their tax needs with confidence.
David Vaillancourt, CFP®, CPA®
Partner and Wealth Manager
Andrew Lefebvre, CFP®, RMA®, CLU®, EA
Partner and Wealth Manager
Lelia (Lee) Carlson, CPA®
Tax Advisor
Dennis Demuth, CFP®, EA
Wealth Manager
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