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& Retirement Advising
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Our Firm
Services
Investment Management
& Retirement Advising
Employer-Sponsored
Retirement Plans
Business Consulting
Associates
Resources
Contact
AccountView Login
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Team Member
Kelley-Jean Peete, WMCP®, RICP®
Associates
Kelley-Jean Peete, WMCP®, RICP®
Retirement Income Support Specialist
Serves as the firm’s annuity specialist
Provides support for the income-generating investments
Assists in analyzing investments to optimize income streams and minimize market risk
