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Policy Servicing Specialist, Erie Insurance Group
Advisor to individuals and small businesses providing bill pay, bookkeeping, tax and more. Certified XERO Advisor
Experienced Consultant with a demonstrated history of working with individuals, families and business owners in the accounting and financial services industries. Skilled in Income Tax Preparation, Bookkeeping, Payroll Processing, Wealth Management, Asset Management, Securities, Fiduciary Services, and Investment Strategies.
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Erie, Pennsylvania United States
