I am a financial planner and wealth advisor, primarily for a select group of women in transition who, among other things, want to face the future with anticipation and confidence. I achieve this by focusing on the five critical areas of wealth: financial planning, investment strategies, tax planning and preparation, estate planning, and insurance planning. Investment advisory and financial planning services are offered by Julie A. Kern through Dynamic Wealth Advisors, a Registered Investment Advisor. Bridge Financial Strategies and Dynamic Wealth Advisors are not affiliated.

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Susan Vernicek

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