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Jeff Lester

Jeffrey Lester

Vice President, Retirement Plan Advisor

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Recent Insights

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Market Commentary

Markets Taunted by DeepSeek, Fed Pause, and Trade Tensions

Insights

Avoid Financial Groundhog’s Day: February’s Financial To-Do List

News

The Five Key Updates in SECURE Act 2.0 You Need to Know

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Jeffrey Lester,

Vice President, Retirement Plan Advisor