General SoeFin

Welcome Alexis!

A hearty welcome to our new Planning Assistant, Alexis Dunbar! In her senior year as an honors student at Sac State, Alexis is studying financial planning and plans to sit for her CFP exam this fall.

We’re very pleased that she’s chosen to start her career with Soesbe Financial and look forward to having her be part of our team and help SoeFin grow.

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