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Our advisors

Bradley Gilbertson

Client Relationship Manager

Learn more about Bradley Gilbertson

Brayton Foster

Client Support Associate

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James Kosin

CRPC

Client Support Associate

Experienced Client Support Associate
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Keenan Lund

BFA, CRPC

Client Relationship Manager

Experienced Client Support Associate
Learn more about Keenan Lund

Lou Ann Matossian

CFP®, CAP®

Client Relationship Manager

Experienced Client Support Associate
Learn more about Lou Ann Matossian

Louis Boos

CRPC

Client Relationship Manager

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Lucas Hendrickson

BFA, CRPC

Manager AAC Sales

Learn more about Lucas Hendrickson

Matthew Dravis

Client Support Associate

Lead Client Support Associate
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Nick Engh

Client Support Associate

Experienced Client Support Associate
Learn more about Nick Engh

Olivia Drey

Client Support Associate

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Tamara Sorsoleil

MBA, CRPC

Client Relationship Manager

Family Finances Specialist
Learn more about Tamara Sorsoleil

Vaso Sulkuqi

Client Support Associate

Experienced Client Support Associate
Learn more about Vaso Sulkuqi