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Our Team

Minimizing Your Financial Concerns
Maximizing Your Financial Security

Wealth Management Team

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Corporate Retirement Plans Team

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Administration Team

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Jim Beatty

Jim Beatty

Principal Investment Strategist & Partner

Jeffrey Hensler

Jeffrey J. Hensler

Sr. Investment Strategist & Partner

Griffin Smith

Griffin Smith

Private Client Group Financial Advisor & Partner

M. Tye Morgan

M. Tye Morgan

Sr. Investment Strategist & Private Client Group Financial Advisor

Matthew  Krows

Matthew D. Krows, CFP®

Private Client Group Financial Advisor

Judy  Cashman

Judy Cashman

Director of Retirement Plan Services

Dave Owen

Dave Owen

Retirement Plan Consultant

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