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Team photo

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Our advisors

Kim Garrison

CFP®, CIMA®, CTFA

Financial Advisor

Managing Director
Learn more about Kim Garrison Visit Kim Garrison's website

Dave Luetkemeyer

Financial Advisor

Managing Director
Learn more about Dave Luetkemeyer Visit Dave Luetkemeyer's website


Our team

Shea Anderson

Shea Anderson

Client Service Associate

Heather Taylor

Heather Taylor

Registered Client Service Associate