Robyn joins the firm as a Client Resource Assistant in the firm admin department. She is responsible for assisting accounting professionals in obtaining and processing information for accounting clients as well as providing general administrative support as needed. Davis brings over five years of experience in client service and office administrative assistance.
Tom, CFP®, joins the Financial division as an Investment Advisor. He specializes in providing comprehensive financial planning, investment advisory, and retirement planning services for high net-worth individuals and families. Hodgson graduated from Creighton University with a Bachelor’s degree in economics and brings over ten years of financial planning experience.
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