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Jason Duffaut, CFP®, CAP®, CPFA®, CExP®
Managing Member | Financial Planner
210-610-1114
Kenneth Hamilton, CFP®, CDFA®, RICP®, CSSCS®
Managing Member | Financial Planner
210-610-1114
My primary focus has been to help people achieve and maintain financial independence and to live their best financial life. I collaborate with clients to create strategies designed to meet their financial planning goals.
Matt Donaghue, CFP®, CLU®, CLTC®, RICP®, NSSA®, AIFA®, PPC®
Managing Member | Financial Planner
(210) 610-1114
Matt was inspired to enter the financial services industry to help people reach their goals. Through his commitment to integrity and doing what is right for his clients, his mission is to ensure every client has a positive experience....