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Creative Financial Professionals

Our Team

Rick Blatter, EA

Rick Blatter, EA

Owner, Tax & Financial Advisor

Joe McDowell, EA

Joe McDowell, EA

Tax Advisor

Terri Faes

Terri Faes

Client Service Manager

Heather Pursell

Heather Pursell

Tax Advisor

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