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Optima Financial Services, LLC
Investments | Insurance | Planning
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Meet The Team

Marc Shepherd, RICP®, CRPC®

Marc Shepherd, RICP®, CRPC®

Founder

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Korin Jamison

Korin Jamison

Client Service Manager

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck