
SHERIDAN'S ACCOMPLISHED HOLISTIC FINANCIAL PLANNING TEAM Frank Boley, CFA, CFP®, CIMA®, Senior Vice President, Financial Advisor, Portfolio Manager, Branch Manager; Jamie Williams, FPQP®, Supervisory Branch Operations Manager, Senior Registered Financial Planning Associate, Paige Cox, Client Associate; Heidi Zajic Eckland, Financial Advisor, Portfolio Manager; Connor Jorgenson, Client Associate Click here for more information about Steamboat Investment Partners, a member of D.A. Davidson & Co.
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