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INSURANCE PLANNING for

INDIVIDUALS, ESTATES, TRUSTS

and CLOSELY HELD BUSINESSES

Associates

Tom E.  Rose, CLU

Tom E. Rose, CLU

Managing Principal

Zac  Rose

Zac Rose

Managing Principal

Chance Trafton

Chance Trafton

Producer

Lori  Williams

Lori Williams

Executive Assistant

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Check the background of this financial professional on FINRA's BrokerCheck