| Date | Description |
|---|---|
| 2024-04-02 | delete person Allison Roetz |
| 2024-04-02 | delete person Jake Vande Voort |
| 2024-04-02 | insert person Allison Buchholtz |
| 2024-04-02 | update person_title Carl Ekstrom: Associate; Advisor => null |
| 2023-10-13 | delete person Jada Vandevelde |
| 2023-09-08 | delete general_emails in..@thefinplangroup.com |
| 2023-09-08 | delete email an..@thefinplangroup.com |
| 2023-09-08 | delete email ar..@thefinplangroup.com |
| 2023-09-08 | delete email bb..@thefinplangroup.com |
| 2023-09-08 | delete email db..@thefinplangroup.com |
| 2023-09-08 | delete email gb..@thefinplangroup.com |
| 2023-09-08 | delete email in..@thefinplangroup.com |
| 2023-09-08 | delete email jl..@thefinplangroup.com |
| 2023-09-08 | delete email jv..@thefinplangroup.com |
| 2023-09-08 | delete email jv..@thefinplangroup.com |
| 2023-09-08 | delete email kc..@thefinplangroup.com |
| 2023-09-08 | delete email rb..@thefinplangroup.com |
| 2023-09-08 | delete email sv..@thefinplangroup.com |
| 2023-09-08 | delete email sy..@thefinplangroup.com |
| 2023-09-08 | insert person Carl Ekstrom |
| 2023-09-08 | insert person Jared DeBaker |
| 2023-09-08 | update person_description Allison Roetz => Allison Roetz |
| 2023-04-11 | insert email jl..@thefinplangroup.com |
| 2023-04-11 | insert person Jacqueline Lawrence |
| 2022-10-01 | delete email ca..@thefinplangroup.com |
| 2022-10-01 | delete person Chrissy Armstrong |
| 2022-10-01 | insert email jv..@thefinplangroup.com |
| 2022-10-01 | insert person Jada Vandevelde |
| 2022-10-01 | update person_description Gayle Begotka => Gayle Begotka |
| 2022-10-01 | update person_description Hannah Coenen => Hannah Coenen |
| 2022-10-01 | update person_title Hannah Coenen: Financial Planning Assistant => Client Relations Specialist |