PROFILE WITH PUBLIC SOURCES
Kerry Michael Finn
Senior Vice President, Wealth Advisor
Irvine, California
Multigenerational wealth planning · CFP, CTFA, AIF
THE PERIMETER / PEOPLE & FIRMS
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Sequoia Financial Group
PROFILE WITH PUBLIC SOURCES
Mandy Blankenship
Senior Director, Wealth Advisor
Mayfield Heights, Ohio
Comprehensive wealth planning · CFP
PROFILE WITH PUBLIC SOURCES
Michael Kruse
Senior Director, Wealth Advisor
Torrance, California
Multigenerational wealth planning · CPA, CFP
PROFILE WITH PUBLIC SOURCES
Ryan Baney
Vice President, Wealth Advisor
Tampa, Florida
Portfolio management · CFP, ChFC
PROFILE WITH PUBLIC SOURCES
Chris Fencl
Director, Wealth Advisor
Bloomington, Minnesota
Comprehensive financial planning · CFP
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