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Jena Wilson
Jena Wilson
New Jersey
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Bio: Empowering Accountants and Financial Advisors to Build Synergistic Partnerships.
Tracy Miller
Tracy Miller
Pasadena,Ca
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Bio: VFO Liaison: Elite Resource Team
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Scott Burch
Scott Burch
@scott-burch-7702
Helping CPA’s offer more proactive and comprehensive planning to their high net worth and business owner clients through our Virtual Family Office.
Active 6d ago
Joined Jun 16, 2022
Pasadena, CA
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