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Linda Leitz, CFP, EA
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Jane Young, CFP, EA
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Each client at Pinnacle Financial Concepts works with their own personal financial advisor.
Our advisors are Linda Leitz and Jane Young.
Linda and Jane support each others' clients when the other is out of the office.
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Terri Schlabs is our accountant and Operations Manager, handling administrative issues
for the firm as well as for client matters.
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Terri Schlabs
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