Our advisors

Brian Phillips

Client Support Associate

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Brook Benson

CRPC

Client Support Associate

Lead Client Support Associate
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Carlan Strand

CFP®, CRPC

Manager AAC

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Edgar Delgadillo

Client Support Associate

Experienced Client Support Associate
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Mark Mencer

CRPC, APMA

Client Support Associate

Lead Client Support Associate
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Morgan Bernsee

Client Support Associate

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Nnamdi Drew

CRPC

Client Relationship Manager

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Thomas Verderosa

Client Support Associate

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