I found this on Alex Haase, the Founder and President of GreenePoint Partners, a firm focused on assisting clients with financial planning, insurance, and related needs across various life stages, from early career to retirement; With over 15 years of experience in the industry, his expertise includes strategic partnerships, tax and estate planning, legacy planning, and insurance/risk management. He collaborates with a broad network of professionals to provide comprehensive client support. (From Grok)
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