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I am a licensed investment advisor with a passion for technology. I believe in financial education and literacy for all - with less paperwork! I love talking about budgets, spreadsheets, and making a plan. I reside in Lancaster City with my husband and am an arts & culture lover - you'll often catch me at the Fulton Theater or trying new local drinks.

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Investment Advisor, Canon Capital Wealth Management
Project manager, IM Investing (mobile wealth management)