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Our advisors

Armel Alagbo

BFA, CRPC, AWMA

Client Support Associate

Experienced Client Support Associate
Learn more about Armel Alagbo

Caitlin Herbert

Client Support Associate

Lead Client Support Associate
Learn more about Caitlin Herbert

Casey Rogde

Client Support Associate

Learn more about Casey Rogde

Dennis Sseruwooza

Client Support Associate

Experienced Client Support Associate
Learn more about Dennis Sseruwooza

Franklin Tomczik

CRPC

Client Relationship Manager

Learn more about Franklin Tomczik

Jack Levin

Client Relationship Manager

Learn more about Jack Levin

John O'Keefe

CFP®

Manager AAC Sales

Learn more about John O'Keefe Visit John O'Keefe's website

Levi Klein

Client Support Associate

Experienced Client Support Associate
Learn more about Levi Klein

Luke Holmen

Client Support Associate

Experienced Client Support Associate
Learn more about Luke Holmen

Massimo Lonetti

CRPC

Client Support Associate

Lead Client Support Associate
Learn more about Massimo Lonetti

Stephanie Taddey

CRPC

Client Support Associate

Learn more about Stephanie Taddey

Thomas Lavin

CRPC

Client Support Associate

Learn more about Thomas Lavin