The Presidential Team
Chief Executive Officer
Director of Enterprise Solutions
Strategic Alliances
Financial Advisor
Senior Vice President
Vice President, PhD, CFP®
Vice President
Vice President
Senior Wealth Manager
Senior Wealth Manager
Senior Financial Advisor
Wealth Advisor, CFP®
Financial Advisor
Senior Financial Advisor, CFP®, ChSNC®
Loveland Office
Vice President
Vice President, PhD
Executive Coordinator
Operations and Support
Chief Technology Officer, FINOP
Executive Coordinator
Senior Financial Support Specialist
Senior Financial Support Specialist
Advisor Assistant
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