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Shawn Jakupi
Mehendi Kamani
Patrick Carrington
David Szalkai
Vickey Rowe
Brian Tornabuono
Betty Jakupi
Emily Taylor
Victoria Lawrence
Pema Sherpa
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Wealth Advisory
Investment Advisory
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Insights
Search…
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
Search…
March 2025
Retirement Planning
Retirement Check-In: Is Your Number Still Right for You?
March 27, 2025
Wealth Advisory
The Hidden Costs of Neglecting Succession Planning
March 11, 2025
March 11, 2025
