Our Team

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the Reed Financial team

Our team is comprised of professionals holding the Certified Financial Planner (CFP), Certified Public Accountant (CPA) and Certified Wealth Strategist (CWS) designations. But it is how we bring our knowledge and experience together — as a team supporting you — that is most important in helping you realize your goals. Our team-based approach to working with clients assures you of unparalleled service, response and knowledge.