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Dan Goldie Financial Services LLC of Menlo Park, Calif., has added Dirk Gilliard, 44, as a partner responsible for maintaining new and existing wealth and investment client relationships for the firm.

Dan Goldie Financial Services LLC of Menlo Park, Calif., has added Dirk Gilliard, 44, as a partner responsible for maintaining new and existing wealth and investment client relationships for the firm.

Previously, Mr. Gilliard was the president of his own firm, Gilliard Capital Management of

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