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Liam joined Summit in 2000. He is a CERTIFIED FINANCIAL PLANNER practitioner, a Certified Investment Management Analyst, and Enrolled Agent licensee. He has been a wealth manager since 1989, working with executives and families during his tenure at Ernst & Young LLP and Ayco. He holds a Bachelors degree in Financial Planning/Economics and an Masters degree in Taxation. Liam has made presentations to The Ohio State University's Family Financial Management Conference, The Mary Rutan Foundation, Springfield Planned Giving Committee, and the American Association of Individual Investors. | 