Our Financial Planning Team

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Andrew Komarow MSFS, CFP® AIF®

Founder – Certified Financial Planner

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Elizabeth Yoder

Director of Financial Planning

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Kerry Broderick

Financial Planner

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Robert Dillard

Medicare and Insurance Specialist

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Katie Zame

Director of Client Services

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Jillian Noyes

Director of Digital Content

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Julia Vassallo

Benefits Research Assistant

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