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Our Exceptional People

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OUR

EXCEPTIONAL TEAM

DianneNolin-Web400x400
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Dianne Nolin

CFP®, CDFA® Managing Partner & Private Wealth Advisor
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Cecile Hult

CFP®, CDFA® Partner & Private Wealth Advisor
Eric Ashburn Beard4
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Eric Ashburn

CFP® Partner & Private Wealth Advisor
Joe Gallemore2-RoundSmaller
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Joe Gallemore

CIMA® Partner & Director of Investment Management
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Alyce Phinney

Private Wealth Advisor & Director of Business Growth
Rasha Bitar
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Rasha Bitar

Director of Client Services
Sierra Lawrence
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Sierra Lawrence

Client Service & Partner Liaison
Brett Colbert Retouched_RoundSmaller
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Brett Colbert

Financial Planning Analyst

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