Experienced, Proactive Team

Jenny Fleming, CPA, CFP®, PFSPrincipal
"I’m passionate about helping people make wise decisions about their investments and financial plan. I value long-lasting client relationships where I’m a trusted sounding board for processing complex financial situations and arriving at well-informed decisions."
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Sara Seely, CFA®Principal
"Over 17 years of experience in financial services, Sara provides investment management and comprehensive financial planning to busy professionals and their families. Sara’s clients value the personal attention and high level of customized advice offered at Equistar."
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