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Chrissy Ward

Partner, Wealth Advisor

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Jim DeGaetano

CPA, CFP®, CEPA®, MBA, CEO, Founder, Wealth Advisor

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Brian Swanson

CFP®, CEPA®, Partner, Senior Wealth Advisor

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Scott Faust

MBA, Senior Wealth Advisor

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Scott Rucki

CFP®, Senior Wealth Advisor

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Ashli Lehman

Associate Wealth Advisor

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