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Today, more than ever, Certified Financial Planners are an essential partner in financial planning. Read more about the benefits of working with a CFP® professionals here.

Doug Garrison

Doug Garrison,  CFP®, MBA

Senior Wealth Advisor

Mark Grenader

Mark J. Grenader, 

Senior Financial Planner

Charles McRae

Charles McRae,

Associate Wealth Advisor

Julie Banda

Julie Banda

Senior Client Services Associate

Traci Diedrich

Traci Diedrich

Operations and Client Relationship Manager

Candice Frank

Candice Frank

Client Services Associate

Sue  Goott

Sue Goott