Associates
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Melissa George, AIF®, CF2®, CFS®
Founder & CEO, Financial Planner
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Sarah Hanson, PCM, CDPM
Financial Planner Associate, Marketing Specialist
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Porsche S. Love
Financial Planner
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Kerby Wallick, CFA®
Certified Financial Analyst®, Chief Investment Strategist
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Thomas Braun
Business Development, Investment Advisor
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Darlene Young
Senior Benefits Counselor
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Nicholas Reaves, M.A.
Director of Logistics