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Team photo
Team photo

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Our advisors

Christopher Mulloy

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Christopher Mulloy Visit Christopher Mulloy's website

Eric Meyer

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Eric Meyer Visit Eric Meyer's website

Joey Bray Newcombe

MSF, CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Joey Bray Newcombe Visit Joey Bray Newcombe's website


Our team

Brent Farber

Brent Farber

Operations Manager

Chris Rosa

Chris Rosa

Administrative Assistant

Danielle Hester

Danielle Hester

Administrative Assistant,

Receptionist