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Genise​ LaCasse​

Genise​ LaCasse​

Director of Client Services/Managing Partner

Genise is responsible for following up on client requests. She is a registered tax preparer and assists with tax filing for all clients as well as tax planning throughout the year. She also holds her Investment Adviser Series 65 license. She keeps the front of the office running smoothly and ensures a warm, welcoming environment for clients as they engage with the team.