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Chad Taylor, CFP®

Chad Taylor, CFP®

President & Founder, Wealth Advisor

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Susan Bowers, CFP® CDFA®

Susan Bowers, CFP® CDFA®

Managing Director—Financial Planning, Wealth Advisor

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Matt Warter, MBA, MSRE, MSF, AIF®

Matt Warter, MBA, MSRE, MSF, AIF®

Managing Director—Investments, Wealth Advisor

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Theresa Houle, AIF®

Theresa Houle, AIF®

Wealth Advisor

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Ryan Kirby, CFP®

Ryan Kirby, CFP®

Managing Director, Wealth Advisor

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Michael Alvarez

Michael Alvarez

Managing Director, Wealth Adivsor

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Jennifer Mitchell

Jennifer Mitchell

Wealth Advisor

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Leon Aceituno

Leon Aceituno

Wealth Manager
Sales Associate

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