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Home Office

Steven Mills Photo

Steven Mills

Chief Operating Officer
Cooper Grady, CLU®, CHFC®, CFP® Photo

Cooper Grady, CLU®, CHFC®, CFP®

Director of PLANNING
Kristen M. McKeown, CLU®, ChFC® Photo

Kristen M. McKeown, CLU®, ChFC®

Director of RISK MANAGEMENT
Craig F. Hemenway Photo

Craig F. Hemenway

Director of Trading
Suzanne Clark Photo

Suzanne Clark

WEALTH MANAGEMENT
Brent Wood Photo

Brent Wood

WEALTH MANAGEMENT
Raven Ostlind Photo

Raven Ostlind

Insurance
Chanice La Touche Photo

Chanice La Touche

Trading/Investments
Matt Jahn,CLU® Photo

Matt Jahn,CLU®

Senior Case Designer
BARBARA HULL Photo

BARBARA HULL

OFFICE MANAGER AND EXECUTIVE ASSISTANT TO MICHAEL DOLBERG
Gena McNair Photo

Gena McNair

Executive Assistant and Office Manager
Abby Powel Photo

Abby Powel

Executive Assistant to Jeff Carlson
CRYSTAL ROSE Photo

CRYSTAL ROSE

Executive Assistant to Andrew Jaffee & Michael Lewis
SUZANNE MOORE Photo

SUZANNE MOORE

Executive Assistant to Robert Gorman
Tiffany Garland Photo

Tiffany Garland

Executive Assistant to Kurt Mueller