Strategic Partners

Retirement Consultant

Desteni Lawhorn, MBA, CRPC®, AIF®, CPFA®
Retirement Practice Consultant
Cetera Retirement Plan Solutions
Cetera Financial Group,® Inc.

Direct: (310) 341-1809
Desteni.Lawhorn@cetera.com
www.cetera.com

Medicare Consultant

Louis R. Tumolo, Managing Director
MEDICARE COACH LLC

Certified Executive Coach
Independent Producing Agent

Direct: (609) 923-2359
loutumoloconsulting@gmail.com

Cetera TPA

Michelle M. Carson, RPA
Qualified Retirement Plan Solutions Consultant
Cetera Retirement Plan Specialists
Cetera Financial Group

Direct: (925) 627-8343
Cell: (207) 712-0039
Toll-Free: (888) 926-0600
Fax: (855) 300-8367
Michelle.Carson@Cetera.com

Accountant

Patricia L. Kramer, EA, MST
Phone: (856) 461-3247
plktax@aol.com
 

Estate & Elder Law Attorney

Grayson H. Heberley, III, Esq., CELA
61 Kresson Road
Cherry Hill, NJ 08034

Phone: (856) 795-1100
Fax: (856) 795-1111
grayson@southjerseyelderlawyer.com

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