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Kathy Houzner, CRPC® & Julie Groves, RICP®

Kathy Houzner, CRPC® & Julie Groves, RICP®

608-742-4688
jgroves@lotus-advisors.com

Regardless of your life stage, income or goals, we can work with you to create a financial plan to help you manage your short-term goals, long-term aspirations and work toward meeting your financial targets.