Activity
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Maja Janko, senior wealth consultant, shares her advice on a tax-advantaged way to fund a student’s educational expenses. #529Plan
Maja Janko, senior wealth consultant, shares her advice on a tax-advantaged way to fund a student’s educational expenses. #529Plan
Shared by Tracy Hutton, CPA
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Welcome to the Mariner team, Ted Williams! As our newest senior wealth advisor, Ted provides personalized wealth planning solutions for…
Welcome to the Mariner team, Ted Williams! As our newest senior wealth advisor, Ted provides personalized wealth planning solutions for…
Shared by Tracy Hutton, CPA
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It’s #SimplifyYourLifeWeek! Listen to the latest episodes of Your Life Simplified, where our hosts, Michael MacKelvie, Whitney Reagan and Daniel…
It’s #SimplifyYourLifeWeek! Listen to the latest episodes of Your Life Simplified, where our hosts, Michael MacKelvie, Whitney Reagan and Daniel…
Shared by Tracy Hutton, CPA
Experience
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Education
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University of Central Missouri
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Licenses & Certifications
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Certified Public Accountant
Missouri
Credential ID 2007034029
Languages
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French
Limited working proficiency
More activity by Tracy
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Please help us welcome the newest wealth advisor in our Madison office, Brian Parsons! He works with clients to develop personalized wealth…
Please help us welcome the newest wealth advisor in our Madison office, Brian Parsons! He works with clients to develop personalized wealth…
Shared by Tracy Hutton, CPA
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Marty Bicknell, president and CEO, discusses Mariner's growth strategy and why advisors are joining us.
Marty Bicknell, president and CEO, discusses Mariner's growth strategy and why advisors are joining us.
Shared by Tracy Hutton, CPA
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We’d like to welcome Logan Zeisler to our office in Omaha! As an associate wealth advisor, he builds and maintains client relationships by working as…
We’d like to welcome Logan Zeisler to our office in Omaha! As an associate wealth advisor, he builds and maintains client relationships by working as…
Shared by Tracy Hutton, CPA
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Welcome to the Mariner team, Andrea Ellis! As the newest senior wealth advisor in our Canton office, she advises clients through all stages of their…
Welcome to the Mariner team, Andrea Ellis! As the newest senior wealth advisor in our Canton office, she advises clients through all stages of their…
Shared by Tracy Hutton, CPA
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Advisors: Partner with Mariner to access support for tax strategy, investment advice, estate planning and more. This is wealth on your level. Reach…
Advisors: Partner with Mariner to access support for tax strategy, investment advice, estate planning and more. This is wealth on your level. Reach…
Shared by Tracy Hutton, CPA
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Join our dynamic, corporate development team as a financial analyst! Drive strategic growth, analyze financial data and support key business…
Join our dynamic, corporate development team as a financial analyst! Drive strategic growth, analyze financial data and support key business…
Shared by Tracy Hutton, CPA
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We’d like to welcome Michael Fink to our office in El Segundo! As a senior wealth advisor, he provides personalized wealth planning solutions for…
We’d like to welcome Michael Fink to our office in El Segundo! As a senior wealth advisor, he provides personalized wealth planning solutions for…
Shared by Tracy Hutton, CPA
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Advisors: Discover 7 ways to improve client experience, unlock a wealth of support and take your practice to the next level.
Advisors: Discover 7 ways to improve client experience, unlock a wealth of support and take your practice to the next level.
Shared by Tracy Hutton, CPA
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Welcome to the Mariner team, Davon Smith! As the newest associate wealth advisor in our Atlanta office, he builds and maintains client relationships…
Welcome to the Mariner team, Davon Smith! As the newest associate wealth advisor in our Atlanta office, he builds and maintains client relationships…
Shared by Tracy Hutton, CPA
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Daniel Sharkey, senior wealth advisor, joins us to discuss cash balance plans in this episode of #YourLifeSimplified.
Daniel Sharkey, senior wealth advisor, joins us to discuss cash balance plans in this episode of #YourLifeSimplified.
Shared by Tracy Hutton, CPA
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At Mariner, you have access to a team of advisors to find the answers to your complex wealth challenges. https://bit.ly/4bHKBfw
At Mariner, you have access to a team of advisors to find the answers to your complex wealth challenges. https://bit.ly/4bHKBfw
Shared by Tracy Hutton, CPA
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Young Professionals: If you have student loan debt, this new legislation may help you avoid choosing between repaying your loans or saving for…
Young Professionals: If you have student loan debt, this new legislation may help you avoid choosing between repaying your loans or saving for…
Shared by Tracy Hutton, CPA
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