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Meet Our Team

Kelly Kirscht
Client Services Associate/Minnetonka Office Administrator
P:
952-401-1671
E:

Larry Berger, CPA/PFS (Retired), CFP®
Financial Advisor, Chairman
P:
763-746-2666
E:

Lorraine Craig, CFP®, MBA
Financial Advisor, MBA in FInancial Planning
P:
763-432-3988
E:
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