Our Exceptional People
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OUR
EXCEPTIONAL TEAM

CFP®, CDFA®
Managing Partner & Private Wealth Advisor

CFP®, CDFA®
Partner & Private Wealth Advisor

CFP®
Partner & Private Wealth Advisor

CIMA®
Partner & Director of Investment Management

Private Wealth Advisor & Director of Business Growth

CFF, Director of Client Services

Manager of Operations

Financial Paraplanner
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