Team Bios

President & CEO

CFP® AIF®

Portfolio Manager

CFA MBA

Tax Director

CPA CFP®

CCO & Retirement & Tax Advisor

MBA CFP® AIF® EA

Financial Advisor

CFP® AIF®

Director of Qualified Plans & Financial Advisor

CFP® QKA® AIF®

Financial Advisor

CFP® AIF®

Financial Advisor

CFP® AIF®

Paraplanner

AIF®

Paraplanner

AIF®

Client Service & Tax Associate

Client Service Associate

SIE

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