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R.D. Kristine S.
A veteran of years in the financial services industry, Mr. Finley has specialized in the creation, management, and distribution of a wide variety of trusts. He has focused his practice on the use o...voir plusA veteran of years in the financial services industry, Mr. Finley has specialized in the creation, management, and distribution of a wide variety of trusts. He has focused his practice on the use of charitable trust strategies to help clients achieve their financial goals. He has been advisor to a number of nonprofit organizations, working with their donors creating win-win situations.voir moins