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Bio: Stuart Founded, KAM, a boutique quantitative asset management firm in 2007 based on the principles that systematic strategies tend to perform better.
Bio: For over 20 years, I have been a financial rep working to save people from stock market loss and guaranteed lifetime income annuities. I'm also an MLO
Bio: I'm a Wealth Advisor using big picture comprehensive and long term thinking to help people manage retirement and taxes utilizing advanced strategies
Bio: I help successful professionals, business owners, and retirees make informed decisions about their money so they can focus on reaching their goals.
Bio: Dale has invested 20 years in real estate as a Broker and Investor. The last 10 years as a Financial Advisor in wealth preservation and retirement.