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Specialty: Individual Wealth Management

Michael Duncan, ChFC®

PARTNER & FINANCIAL ADVISOR

Eric Herzog, CFP®

PARTNER & WEALTH ADVISOR

Paul Jarvis, CFP®

PARTNER & WEALTH ADVISOR

Joanne Nguyen, CRPC®

PARTNER & FINANCIAL ADVISOR

Stan Dyl

PARTNER & FINANCIAL ADVISOR

Alan McClain

PARTNER & FINANCIAL ADVISOR

Amanda Pilkerton, CFP®

PARTNER & FINANCIAL ADVISOR

Drew Moenter, CFP® 

WEALTH ADVISOR

Will McGough, CFA®

CHIEF INVESTMENT OFFICER

Dale Kelly, MBA

PARTNER | SENIOR FINANCIAL ADVISOR

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