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We’re here for you when you need us
Alix Kusler
CWS®
Partner
Rick Zich
CEPA®, MBA
Partner
Lacey Rogers
Operations Manager
Stephanie Hilton
Advisor Assistant
Annette Tate
Administrative Assistant
Douglas Riegger
Financial Advisor
Sheree Morgan
Paraplanner
Sarah Porter
Paraplanner
Wendy Healy
Financial Coach