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Home Office

Steven Mills Photo

Steven Mills

COMPLIANCE/COO
Cooper Grady, CFP® Photo

Cooper Grady, CFP®

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

Kristen M. McKeown, CLU®, ChFC®

INSURANCE
Brent Wood Photo

Brent Wood

WEALTH MANAGEMENT
Chanice La Touche Photo

Chanice La Touche

TRADING/INVESTMENTS
Craig F. Hemenway Photo

Craig F. Hemenway

TRADING
Matt Jahn, CLU® Photo

Matt Jahn, CLU®

INSURANCE
Raven Ostlind Photo

Raven Ostlind

INSURANCE
Suzanne Clark Photo

Suzanne Clark

WEALTH MANAGEMENT
Barbara Hull Photo

Barbara Hull

OFFICE MANAGER AND EXECUTIVE ASSISTANT TO MICHAEL DOLBERG
Bennett Tharp Photo

Bennett Tharp

ACCOUNTING
Abby Powell Photo

Abby Powell

Executive Assistant to Jeff Carlson
SUZANNE MOORE Photo

SUZANNE MOORE

Executive Assistant to Robert Gorman
CRYSTAL ROSE Photo

CRYSTAL ROSE

Executive Assistant to Andrew Jaffee & Michael Lewis
Gena McNair Photo

Gena McNair

Executive Assistant and Office Manager
Tiffany Garland Photo

Tiffany Garland

Executive Assistant to Kurt Mueller