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Administration Team

Minimizing Your Financial Concerns
Maximizing Your Security

Corporate Retirement Plans Team

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Wealth Management Team

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Kristal McMahan

Kristal McMahan

Chief Operating Officer

Alisha Yonan

Alisha Yonan

Accounting Associate

Elizabeth Gregory

Elizabeth Gregory

Special Project Manager & Executive Assistant

Paige Lendrum

Paige Lendrum

Receptionist

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