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Shawn Jakupi
Mehendi Kamani
Patrick Carrington
David Szalkai
Vickey Rowe
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Betty Jakupi
Emily Taylor
Victoria Lawrence
Pema Sherpa
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Who we advise
Physicians
Farm Families and Businesses
Business Owners
Wealthy Individuals and Families
Who we are
About Us
Shawn Jakupi
Mehendi Kamani
Patrick Carrington
David Szalkai
Vickey Rowe
Brian Tornabuono
Betty Jakupi
Emily Taylor
Victoria Lawrence
Pema Sherpa
Careers
What we do
Wealth Advisory
Investment Advisory
Business Advisory
Insights
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408
March 2020
Investment Commentary
2 out of 3 Ain’t Good Enough
March 30, 2020
March 25, 2023
Investment Commentary
This Time Will Be Different!
March 18, 2020
March 25, 2023
Investment Commentary
Market Update: Adding Oil To The Coronavirus Fire
March 10, 2020
March 25, 2023
