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Team photo

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Our advisors

Brian Long

CEPA®, CPA, PFS

Financial Advisor

Learn more about Brian Long Visit Brian Long's website

Nate Wollenberg

CFP®

Financial Advisor

Learn more about Nate Wollenberg Visit Nate Wollenberg's website

Keith Lewis

CPA

Financial Advisor

Learn more about Keith Lewis Visit Keith Lewis's website


Our team

Daniel Geissel

Daniel Geissel

Administrative Assistant

Nathan Maziarz

Nathan Maziarz

Administrative Assistant