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Charlene Lumsden Kelly Wheadon
Insurance Agent / Financial Health
This isn’t about us, it’s about working together with you to discover your thoughts, belief, and actions, that have resulted in your current financial situation. We are excited to bring you years of combined experience in connecting people to their goals and dreams, providing a holistic solution and practical tools for life long financial success.
Mutual Fund Licensed (MFDA regulated), Life and Accident and Sickness Insurance Licensed (AIC)