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Our Team

Geoffrey Kanner, CFP




My commitment and passion for my clients is the reason WHY I am in this profession.I graduated from the University of Connecticut with a degree in Psychology and have been interested in behavioral finance ever since. I served five...

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SaraJane W.

I earned a BE in Engineering Management and a BA in History from Stevens Institute of Technology in New Jersey. After graduating, I worked at Ford Motor Company's electronics plant in Pennsylvania. While there, I met and married my...

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