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Meet The Team

Meet our wonderful team that is located across the country

Steve Iversen, EA

Dani Mutz, CCO

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Andy Flack, CFP

Rob Cassella

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Scott Damen, CRPC

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Kevin Aguas

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Michael Ball, AIF

Dennis Hoffman, CFP

Forrest Means

Monique Bischoff

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Jakeline Claridge

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