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Who we advise
Physicians
Business owners
Wealthy Individuals and Families
Farm Families and businesses
Who we are
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Ben Legge
Shawn Jakupi
Mehendi Kamani
David Blyth
David Szalkai
Melanie Churchill
Vickey Rowe
Betty Jakupi
Frank Turchi
Emily Taylor
Careers
What we do
Wealth Advisory
Business Advisory
Investment Advisory
Insights
Search…
Who we advise
Physicians
Business owners
Wealthy Individuals and Families
Farm Families and businesses
Who we are
About Us
Ben Legge
Shawn Jakupi
Mehendi Kamani
David Blyth
David Szalkai
Melanie Churchill
Vickey Rowe
Betty Jakupi
Frank Turchi
Emily Taylor
Careers
What we do
Wealth Advisory
Business Advisory
Investment Advisory
Insights
Search…
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Our Investment Approach
February 20, 2023
February 20, 2023