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Staff

Lisa Allred, MBA

Director of Operations

Homa Hariri

Executive Assistant

Juli Kasner, CFP®

Estate Analyst

Lara Johnston

Case Manager

Dana Donahoo

Executive Assistant

Lynn Moodie, LL.B.

Senior Paralegal (Solicitor for the United Kingdom)

Quinn Nguyen

Junior Paralegal

Laurie Lendzion

Accounting & Billing Manager
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