Meet The Team


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Marty-Financial Advisor

Marty was born in Chicago and attended Loyola University Chicago. He graduated with a finance degree and is a key person in this company.


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Jan-Marketer

Jan was born in Florida and attended Belmont University in Tennessee. She graduated with a degree in marketing and is our head marketer.


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Michael-Accountent

Michael was born in New York and attended Colgate University. Michael graduated with a degree in accounting.


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Lucy-Research Analysis

Lucy was born in Connecticut and attended Trinity College. She graduated with a degree in research analysis and is our primary resarch worker.