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Our principals are involved in key decisions.
CFP®, President & CEO
CFP®, CAP®, Senior Vice President - Client Advisor
CPA/PFS, CFP®, Managing Director - Marketing, Senior Client Advisor & Shareholder
JD, CFP®, CDFA™ Vice President - Client Advisor
CFP®, Senior Client Advisor
CFP®, CDFA™, Senior Client Advisor
Director Emeritus
Chairman Emeritus
Financial Planning and Estate Administrator
Financial Planning Associate
Trading and Investment Implementation Associate
Chief Compliance Officer, Vice President of Client Service & Operations
Director of Operations & Business Analytics
FPQP™, Senior Client Service Associate
Senior Client Service Associate
Marketing and Client Service Associate
Business Manager
Administrative Coordinator
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