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CEO and Managing Partner Michelle Jacko Quoted on CNBC


CEO and Managing Partner Michelle Jacko was featured in a CNBC article, “So Your Financial Advisor Took a PPP Loan. Here’s What That Means For You,” on May 14, 2020. In the article, Michelle discusses the circumstances surrounding disclosures of the Paycheck Protection Program (PPP) Loan, as well as how advisors who have taken and utilized the loan should be prepared to not only document, but also disclose their use of the loan.

Click here to read the article. 

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