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Focus on the Important Things in Life
We Help You Plan for the Trails Less Traveled
Personalized Planning, Personalized Service. Meet the Team Today.
Our Team
Alison Young
Director of Operations
Gregg Hartmann
Senior Wealth Manager
Mike Cortes
CFP®, ChFC®, MBA
Wealth Management Advisor
Thom Powers
CFP®, CLU®, ChFC®, CMFC®, CLF®, CLTC®, CSA®, LUTCF®
Wealth Management Advisor
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