Our advisors

Christopher Dotson

CRPC

Client Relationship Manager

Retirement Specialist
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Austin Knapp

Client Relationship Manager

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John Cole

Client Support Associate

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John Klapperich

BFA

Client Support Associate

Lead Client Support Associate
Learn more about John Klapperich Visit John Klapperich's website

Katala Anderson

BFA

Client Relationship Manager

Family Finances Specialist
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Layne Quam

Client Support Associate

Experienced Client Support Associate
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Luke G. Reifenberger

Client Support Associate

Experienced Client Support Associate
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Massimo Lonetti

Client Support Associate

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Nic Starosta

CRPC

Client Relationship Manager

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Zsolt Papp

BFA, CRPC

Manager AAC

Learn more about Zsolt Papp Visit Zsolt Papp's website