Archive for June, 2025

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June 11, 2025/Staff Spotlights

June Employee Spotlight

This month’s employee spotlight features Lexi Haggard, Tax and Client Accounting Services Supervisor. Lexi plays a key role in supporting our clients’ financial goals while also mentoring team members and streamlining internal processes. Her positive attitude and commitment make her a valued leader on our team. Read on to learn more about Lexi:  What’s your […]

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