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Our Leaders |
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Jessica Culpepper, MBA
James DeWitt, MBA
Dan Foster, CPA, CFP®
Randall Hallier, CFP®
Mark Henke, JD
Kristen Koenen
Peter Mallouk, J.D., MBA, CFP®
Elizabeth Manivong
Bob McCarthy, CPA, CFP®
James McEnerney, Jr., CFM
Megan Molle
Scott O'Brien, CFP®
Bob Pascuzzi, CLU, AIF®
Don Recker
Molly Rothove, MBA, CFP®
Todd Shepherd, MBA, CPA, CFP®
Brenna Stewart, MBA, CFP®
Jacinda Torre
Jim Williams
Christine Winans, CPA |
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