Moneta Group
With more than a decade of experience on the Kukla McGinnis Brown Team at Moneta, Ingrid Lee helps clients meet their long-term life goals while implementing strategies on their behalf and providing them with a sense of security and wellbeing.
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Moneta Group
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Moneta provides a full spectrum of financial planning services to successful individuals and families, empowering them to navigate life’s path and protect what they cherish.