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Team photo

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Our advisors

Heath Bartlett

APMA®

Financial Advisor

Managing Director
Learn more about Heath Bartlett Visit Heath Bartlett's website

Nathan Price

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Nathan Price Visit Nathan Price's website

Webb Atkinson

CFP®, AWMA®, CRPC, APMA®

Private Wealth Advisor

Managing Director
Learn more about Webb Atkinson Visit Webb Atkinson's website


Our team

Andrea Hallas

Andrea Hallas

Operations Leader