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Team photo

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Our advisors

Daniel Bodemeijer

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Daniel Bodemeijer Visit Daniel Bodemeijer's website


Our team

Angelica Richardson

Angelica Richardson

Operations Director

Laura Ortega

Laura Ortega

Client Service Coordinator,

Marketing Specialist
Carrie Strickland

Carrie Strickland

Financial Planning Specialist

Antonio Hughes

Antonio Hughes

Financial Planning Specialist

Chandler Ruggiero

Marketing Director,

Administrative Assistant