| Title | Company |
|---|---|
| Certified Financial Planner and Franchise President | Money Concepts |
| Certified Financial Planner and A Founding Member and President of the Mid-Hudson Chapter | International Association for Financial Planning |
| Certified Financial Planner, Registered Investment Advisor, President of Local Chapter | International Association for Financial Planning |
| Certified Financial Planner and President | Tarbox Equity Inc. |
| Certified Financial Planner and President | MWBoone & Associates |
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