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Pat Olearcek
Head of Advanced Planning Team
cgoetz@financialguide.com
810.579.0088
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Charles Goetz, CEPA, CExP
Director of Financial Planning & Advice
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Kathryn Wakefield
Director of Buy-Sell, Key Person, & Non-Qualified Deferred Compensation
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Brian Meunier
Director of Premium Financing, BOLI, & COLI
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Tom Zumbruski
Director of Advanced Product & Case Design