Associates
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Justin Ryan
Certified Financial Planner™, AIF®, CRPS®, CEPA®
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Jared Sutton
CFA, Certified Financial Planner™
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Jim Wessels
Certified Public Accountant (CPA), CFA, PFS
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Phyllis Vance
CFA
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Sean Phillips
CFA
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Eric Johnson
JD, CPA, CLU®, ChFC®
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Matt Boehnke
Certified Financial Planner™
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Arild Holm
CFA, Chief Investment Officer
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Nate Maly
Retirement Plan Service Associate
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Andrew Jensen
Insurance Consultant