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Dan Krstevski, CFP®

Director of Development and Client Services

Professional

Dan Krstevski handles diverse forms of client contact. He also works with our asset custodians on behalf of clients to make financial transactions easy and prompt. Dan holds the CERTIFIED FINANCIAL PLANNER™ designation. He previously worked at TD Waterhouse.

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Education

Central Michigan University: Bachelor's degree in Business

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Fiduciary wealth management for families building long-term wealth through individual stock selection and truly personal service.

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