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Personalized Investment Advice and Wealth Management
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Investment Management
Financial Planning
Team Approach
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Schwab
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Personalized Investment Advice and Wealth Management
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Services
Investment Management
Financial Planning
Team Approach
Contact
Client Login
Schwab
Form CRS
Team
Dominique Olsen
Started
October 15, 2025
0
Executive Assistant
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Julia Renfro
Started
February 23, 2016
0
Senior Client Service Manager
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Jennifer Cooney
Started
February 22, 2016
0
CCO
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