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operations

Cooper Grady, CLU®, CHFC®, CFP® Photo

Cooper Grady, CLU®, CHFC®, CFP®

PLANNING
Jonathan H. Smith, CFP® Photo

Jonathan H. Smith, CFP®

PLANNING
Taylor Garner-Sgobbo Photo

Taylor Garner-Sgobbo

Wealth Management
Craig F. Hemenway Photo

Craig F. Hemenway

WEALTH MANAGEMENT
Kelly Stone Photo

Kelly Stone

Wealth Management
Jim Torykian Photo

Jim Torykian

Wealth Managment
McKenzie Eaves Photo

McKenzie Eaves

Risk Managment
Kristen M. McKeown, CLU®, ChFC® Photo

Kristen M. McKeown, CLU®, ChFC®

RISK MANAGEMENT
Darcy L. Green, JD Photo

Darcy L. Green, JD

GENERAL COUNSEL
Kat Leitner Photo

Kat Leitner

OPERATIONS
Ashleigh K. Metherell, SHRM-CP Photo

Ashleigh K. Metherell, SHRM-CP

ADMINISTRATOR