Reese Veltenaar, CFP®, MAcc, CTFA

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Beth Tremaine

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Grant Allen

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Jill Green

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Shawna McCoy

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Julie McLain

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Lindsay Nance

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Reese Riggle

Client Communications

Katie Sanchez

Private Client Relationship Manager

Arie Veltenaar, MBA

Client Ambassador

Ryan Walker

Portfolio Analyst

Jerome You, CTFA

Financial Planner

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