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Leadership

Amanda Ohe

Wealth Coordinator

Angela Williams

Senior Wealth Advisor

Beth Morris

Wealth Coordinator

Beverly J. Hassan

Senior Wealth Coordinator

Dan Larson

Vice President

Jenny A. Burns

Senior Wealth Advisor

Jodi Hodges

Wealth Coordinator

Luke Nordman

Associate Wealth Advisor

Mark A. Bates

Chief Operating Officer

Michael Riney

Wealth Advisor

Michael T. Moore, Jr.

Wealth Advisor

Mike H. Loewe

Senior Wealth Advisor

Natalie Youngquist

Wealth Coordinator

Rob Reichwein

Associate Wealth Advisor

Ryan Foley

Senior Wealth Coordinator

Sam Martinez

Wealth Advisor

Samantha Upson

Wealth Coordinator

Stephen P. King

Vice President

W. David Kern

President

Wade K. Daniel

Chief Executive Officer, Founder