Timothy Steffen, CPA-PFS, CFP®, CPWA®

Director of Tax Planning

Contact

Office: 678-762-3019

Toll-Free: 800-792-3757

Fax: 678-762-3001

555 North Point Center East

Suite 500

Alpharetta, GA 30022

FINRA Series 7, 9, 10, 63, 65

mpetros@rwbaird.com

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