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Edit Business | Exemplar Financial Network
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About Our Team: Financial Advisors - Steve Werner, Heidi L. Alten, AIF Jacob Ries, AIF, Tegan Schultz, IAR and Client Services Director Alyssa Erickson Story At Exemplar Financial Network, the work of our advisors can extend to every phase of your financial life. A Personal Chief Financial Officer. A Personal C.F.O should be a true partner, committed to your total financial success. Mission We strive, as a team, to build meaningful and lasting relationships with our clients. Our clients’ financial goals are our first priority. We are helping our clients achieve these goals, through thoughtful financial planning, diligent exploration of alternatives, unbiased advice and exemplary service. We are the first people our clients turn to when they need financial advice
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