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Ben Legge
Shawn Jakupi
Mehendi Kamani
David Blyth
David Szalkai
Melanie Churchill
Vickey Rowe
Betty Jakupi
Frank Turchi
Emily Taylor
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Wealth Advisory
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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…
economy
Investment Commentary
Q2 2023 Market Commentary
August 1, 2023
August 2, 2023
Investment Commentary
Introducing Tall Oak Talks: Your Investing Podcast
May 16, 2023
May 17, 2023
Investment Commentary
Q1 2023 Market Commentary
May 2, 2023
June 21, 2023