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Leadership Team

Wade K. Daniel, CFA, CFP®

Chief Executive Officer, Founder

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W. David Kern, CFP®

President

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Dan Larson, CPA, CFP®

Vice President

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Stephen P. King, CFP®

Vice President

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Mark A. Bates, CFP®, CDFA®, EA

Chief Operating Officer

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Elizabeth Buhr

Director of Client Services

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James Lenhoff

Founder

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