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Steve Schultheis, M.A.M.L.
Chief Operating Officer
Grant Smith, CFP®
Senior Partner | Financial Advisor
About Me: https://youtu.be/gAKGRA2QrMY
Dax Weindorf
Financial Advisor
About Me: https://youtu.be/b5s5IFItHyo
Benjamin Fuller
About Me: https://youtu.be/yFIDfB8m3E4
Kasey Cooper
Chad Kennedy
Katie Dunning
Operations Manager
Morgan Reeves
Paraplanner
Michael Yawn
Grayson Griffin
Ryan Roark
Operations Associate
Allicia Roberts
Operations Assistant
