Edward Jones, Jack Wolger

As an Edward Jones financial advisor, I bring a unique blend of financial acumen and the discipline of an athlete to my practice. A proud Cal Berkeley alum, where I not only honed my academic skills but also played baseball, I learned the value of teamwork, perseverance and strategic planning.

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Lisa Sheeran, CPA

With over 20 years of experience in guiding businesses to financial freedom, we’ve built systems to help you stress less, plan better, and make more money.

Our Business Coaching, Tax Planning, & Tax Prep services are designed to give business owners the support to successfully manage their accounting and focus on growing their business.

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Edward Jones, AJ Glaros

At a young age, I was taught the value of hard work, perseverance and the importance of work ethic. I was influenced and encouraged by mentors throughout my extensive educational, athletic and professional career to become a man that can provide insight and help the people around me. There is no reward greater than the sense of accomplishment I feel when I help position a client's future for success.

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