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Your Balanced Financial Concepts Team

Our Team

Caroline (Carrie) Aarons

Caroline (Carrie) Aarons

Client Service Specialist

Fanitta R. Ballard

Fanitta R. Ballard

Client Service Specialist

Kym Lunardi

Kym Lunardi

Client Service Specialist - Client Experience

Mara Scherer

Mara Scherer

Office Coordinator

Mukund G. Pai (Retired)

Mukund G. Pai (Retired)

Chief Entertainment Officer

Strategic Partners

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