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page :

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• Careers – Client Services Specialist – Fresno, CA
• Careers – Tax Analyst – Moline, IL
• Careers – Tax Manager – Moline, IL or Chicago, IL
• Client Tools
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  • Life Transitions Survey
• Contact
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• Thank you for contacting us!
• Thank you for contacting us! – Financial Planning Questionnaire
• Thank you for contacting us! – Financial Satisfaction Survey
• Thank you for contacting us! – Life Transitions Survey
• Thank you for scheduling an appointment with TPC.
• Thank you for scheduling an appointment with TPC.
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• Thanks for Signing Up! – Tips and Updates

Locations :

• Chicago
• Fresno
• New Orleans
• Quad Cities
• Twin Cities
• Alaska

Services :

• Asset & Debt Management
• Cash Flow & Income Management
• Investment Management
• Asset Protection & Preservation
• Estate Planning
• Philanthropy
• Accumulation & Retirement Planning
• Tax Management

Team :

• Marty Kurtz, CFP®
• Eric Kies, CFP®
• Cicily Maton, CFP®, CeFT®
• John Longstaff, CFP®
• Michelle Maton, CFP®, CeFT®
• Michael Branham, CFP®
• H. Jude Boudreaux, CFP®
• Matthew Sivertsen, CFP®, CeFT®
• Andrew Sivertsen, CFP®, CeFT®
• JJ Sessions, CFP®
• Nancy Gruenhagen, CPA
• Wm. Marty Martin, PsyD
• Rob Baner, CPA
• Matt Knoll, CFP®
• Amber Miller, CFP®, CSRIC™
• Matt Mercer
• Amy Tessmer, CPA
• Latrenda Dixon
• Anina De Tommaso, FPQP™
• Kelsi Vos, FPQP™
• Lena Parrish, FPQP™
• Nancy Caldie
• Marissa Feehan
• Abney Fortino
• Kathi Parrish, FPQP™, CRPS
• Amanda Deeb
• Sandra Foley