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Dave Bowen, CFP®

Financial Advisor

Jacob Brown

Financial Advisor

Stephanie Hilton, FPQP™

Practice Manager

Alix Kusler, CWS®

Partner

Shelby Penrod, FPQP™

Client Services Assistant & Event Coordinator

Sarah Porter, FPQP™

Lead Paraplanner

Douglas Riegger

Financial Advisor

Lacey Rogers, FPQP™

Client Services Assistant

Annette Tate

Administrative Assistant

Rick Zich, MSF, CEPA®, MBA

Partner

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