Chief Executive Officer, Founder
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President
Chief Operating Officer
Vice President
Founder
Director of Client Services
Director of Tax Planning
Director of Financial Planning
Chief Compliance Officer
Senior Wealth Advisor
Wealth Administrator
Office and Marketing Administrator
Senior Tax Advisor
Senior Wealth Coordinator
Tax Administrator
Wealth Coordinator
Associate Wealth Advisor
Wealth Advisor
Tax Advisor
Senior Client Operations Specialist
Senior Fund Analyst
Operations Manager
Legacy Planning Advisor
Tax Associate
Wealth Administrator & Event Coordinator
Office Manager
