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<div>I recommend Leanne Plancic. She has a lot of experience and a great personal touch.</div>
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<p class="MsoNormal" style="margin: 0in 0in 0.0001pt;"><span style="-webkit-text-size-adjust: none; background-color: rgba(255, 255, 255, 0);">AXA Advisors, LLC<br>
10500 NE 8th Street, Suite 1600<br>
Bellevue, WA 98004<o:p></o:p></span></p>
<p class="MsoNormal" style="margin: 0in 0in 0.0001pt;"><span style="-webkit-text-size-adjust: none; background-color: rgba(255, 255, 255, 0);"> direct: (206) 956-6243</span></p>
<span style="-webkit-text-size-adjust: none; background-color: rgba(255, 255, 255, 0);">fax: (206) 956-6202<br>
</span><a href="mailto:Leanne.Plancic@axa-advisors.com" style="-webkit-text-size-adjust: none; background-color: rgba(255, 255, 255, 0);"><font color="#000000">Leanne.Plancic@axa-advisors.com</font></a></td>
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<p class="MsoNormal" style="margin: 0in 0in 0.0001pt 8.1pt;"><a href="http://www.linkedin.com/in/leanneplancic" style="-webkit-text-size-adjust: none; background-color: rgba(255, 255, 255, 0);"><span style="text-decoration: none;"><img border="0" width="40" height="40" id="Picture_x0020_2" src="cid:image002.jpg@01D236AE.91EBE110" alt="Description: Description: Description: Description: Description: Description: Description: image003"></span></a><span style="-webkit-text-size-adjust: none; background-color: rgba(255, 255, 255, 0);">
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Lisa E. Schuchman
<div>206-960-4212</div>
<div><a href="http://www.lisaschuchman.com">www.lisaschuchman.com</a></div>
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<div><span style="background-color: rgba(255, 255, 255, 0);">There are no passengers on spaceship earth. We are all crew. - Marshall McLuhan</span></div>
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On May 4, 2017, at 8:41 PM, Lovie Bernardi <<a href="mailto:lovie@fb-lawfirm.com">lovie@fb-lawfirm.com</a>> wrote:<br>
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<div>Thanks!<br>
<br>
Sent from my iPhone</div>
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On May 4, 2017, at 5:51 PM, Jay DeMers <<a href="mailto:jay.demerslawfirm@gmail.com">jay.demerslawfirm@gmail.com</a>> wrote:<br>
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<div>My guy is Rick Mangan 206-441-1980. Jay</div>
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<div class="gmail_quote">On Thu, May 4, 2017 at 12:27 PM, Lovie Bernardi <span dir="ltr">
<<a href="mailto:lovie@fb-lawfirm.com" target="_blank">lovie@fb-lawfirm.com</a>></span> wrote:<br>
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<p class="MsoNormal">Listmates,<u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">I’m looking for a referral for a financial advisor. Client is a small business owner seeking a financial advisor to advise the participants in a 401(k) plan.<u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">Lovie L. Bernardi</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">Flaherty & Bernardi, PLLC</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">3600 15<sup>th</sup> Avenue West #205</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">Seattle, WA 98119</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif"><a href="tel:(206)%20682-2616" target="_blank" value="+12066822616">(206) 682-2616</a></span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif"> </span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif"><a href="mailto:joni@sbfirm.com" target="_blank"><span style="color:blue">lovie@fb-lawfirm.com</span></a></span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif"><a href="http://sbfirm.com/" target="_blank"><span style="color:blue">http://fb-lawfirm.com</span></a></span><u></u><u></u></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">**********</span><u></u><u></u></p>
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