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Making the Transition to PDS Seamless and Stress-Free for Clients 00:10:00

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Jamie Menges, CFP®, CPA. As a Senior Financial Advisor, I work with my clients to make sound financial decisions that factor the unique considerations they face. Jimmy Rogers, CFP®. As a Senior Financial Advisor, I help new and existing PDS clients simplify their finances by providing objective advice and ongoing communication to help make informed decisions.

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