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Team photo
Team photo

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Our advisors

Rich Allen

CLTC®

Associate Financial Advisor

Learn more about Rich Allen Visit Rich Allen's website

Douglas McCulloch

CRPC, AAMS

Financial Advisor

Learn more about Douglas McCulloch Visit Douglas McCulloch's website

Brendan Mutchler

CFP®

Financial Advisor

Learn more about Brendan Mutchler Visit Brendan Mutchler's website

Keegan Klotz

Associate Financial Advisor

Learn more about Keegan Klotz Visit Keegan Klotz's website


Our team

Gretchen Weaver

Gretchen Weaver

Office Manager

Qualifications

  • Associates Degree/Computer Science

Roles & Responsibilities

  • Office Manager
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Cindy Everitt

Cindy Everitt

Operations Director