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Our Team

Shelley Schlossberg CFP®


Shelley Schlossberg is a 35 year veteran in the financial services industry who provides customized investment services & financial planning to a wide range of individuals and businesses. Shelley is a Registered Principal with...

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Nell Rosenthal


(720) 608-3699

Nell Rosenthal is a skilled administrative assistant from the Chicago suburbs, with 2 years of experience in the financial industry with LPL Financial. Holding a Series 7 securities license, she ensures compliance and provides...
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