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TPW’s Director of Client Services, Lori Heppner, Featured in Financial Planning Magazine

Our Director of Client ServicesLori Heppner, was featured in this month’s the “Most Outrageous Client Requests” article in Financial Planning magazine. She was published for her “interesting” story about helping a client navigate the online dating world, specifically with constructing his online dating profile. Always above-and-beyond, Lori!

Click HERE to read the article.