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Our advisors

Alex Fee

BFA, CRPC

Client Support Associate

Lead Client Support Associate
Learn more about Alex Fee

Cameron Kurr

Client Support Associate

Learn more about Cameron Kurr

Clarice Toth

Client Support Associate

Experienced Client Support Associate
Learn more about Clarice Toth

Ethan Schammel

CRPC

Client Support Associate

Learn more about Ethan Schammel

Jacob Nelson

CRPC

Client Relationship Manager

Learn more about Jacob Nelson

Josh Wood

CRPC

Client Relationship Manager

Learn more about Josh Wood

Kalsang Dickyi

Client Relationship Manager

Learn more about Kalsang Dickyi

Kate McGann

Client Relationship Manager

Learn more about Kate McGann

Kurta Beyan

Client Support Associate

Learn more about Kurta Beyan

Noah Urrutia

CRPC

Client Support Associate

Experienced Client Support Associate
Learn more about Noah Urrutia