Personal

I have two wonderful adult children Michael age 28 (a PHD student in Boulder, CO) and Daniel age 25 (an investment banker in NYC).  I am extreemly proud of both of them.  

I enjoy water skiing, snow skiing, boating, running, and spending time with my friends and family.

James M Smallegan, CPA, CLTC®, RICP®, CASL®, CLU®

Wealth Management Advisor

 

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