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Wealth Manager, Founding Partner
Since 2007, Elizabeth has been bringing her compassionate, honest approach to client relationships along with her...
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Wealth Manager, Founding Partner
Throughout his career, Jeff has maintained his focus on helping people by making a difference in their lives. As a...
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Wealth Manager
Brett comes from a family that has dedicated their lives to serving people in their community in all facets of life. He...
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Licensed Practice Operations Coordinator
With over 45 years in the financial services industry, 23 years in retail banking, and 13 years as an Investment Advisor...
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Licensed Marketing and Communications Coordinator
After receiving her Life and Health license in 2004 and Series 7 and 66 in 2005, Nakia started as a Financial Advisor.
Wo...