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Boone is an Associate in the Louisville office, where he serves as a financial advisor. He is responsible for providing Business Owner Financial Planning and Risk Management services to privately held businesses and personal planning clients. Additionally, Boone works closely with the firm’s tax and accounting specialists to service the additional business needs of the firm’s clients.
Prior to joining Cerity Partners, Boone spent three years as a Business Owner Financial Planner at ARGI Financial Group. Before ARGI, he worked as a Registered Representative of New York Life Insurance Company for four years.
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