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Independent Advice Delivered With Integrity and Care

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Our People

We’re your advisor for today and the future.

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Our Practice

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our Process

Addressing today’s needs while planning for tomorrow’s dreams.

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Our Personalized Process | Where do you want your Linea RoadmapTM to take you?

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Meet Our Team

Anne  Jacobs

Anne Jacobs, FPQP™

Director of Client Relations



Angie  Noel

Angie Noel

Insurance Coordinator



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