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Taylor Schulte, CFP® is founder and CEO of Define Financial, responsible for company’s vision, strategy and execution. A CERTIFIED FINANCIAL PLANNER™, Schulte specializes in helping individuals, families and small business achieve their financial goals—from investment management, financial and retirement planning to charitable giving, college planning and insurance services. While he works with a wide range of clients, Schulte has a keen understanding of the millennial generation’s financial needs and a progressive, forward-thinking approach. Learn more here.
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