Current or former accounts: Pimco, Nuveen/TIAA, American Funds, Co-op Financial Services, Green Street Advisors, Research Affiliates, Allianz, Transamerica, Mutual of Omaha, Boeing, Genesis, First National Bank of Omaha/Kansas, Bank of Bellevue, Venbrook, Court Investment Services, SilverOak Investments, AnnuityScout.com, Mia Becar, JP Hanson Foundation for Cancer Research, La Maestra Community Health Centers, Daniel Pearl World Music Days
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