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  • 239.920.4440
  • Who We Are
    • About Us
    • Our Team
    • Insights
    • Careers
    • Resources
  • What We Do
    • The Client Experience
    • Private Wealth Management
    • Investment Strategies
    • Asset Management
    • Retirement Planning
    • Estate Planning
    • Strategic Tax Planning
    • Family Office Services
    • Charitable Giving
    • Education Funding
  • Who We Serve
    • Private Clients
    • Institutional Investors
  • Events
  • Contact
  • 239.920.4440
  • Who We Are
    • About Us
    • Our Team
    • Insights
    • Careers
    • Resources
  • What We Do
    • The Client Experience
    • Private Wealth Management
    • Investment Strategies
    • Asset Management
    • Retirement Planning
    • Estate Planning
    • Strategic Tax Planning
    • Family Office Services
    • Charitable Giving
    • Education Funding
  • Who We Serve
    • Private Clients
    • Institutional Investors
  • Events
  • Contact
  • 239.920.4440

Adam Masterson, CFP®, SE-AWMA®

Adam Masterson

Financial Consultant

Stefanie Murray, AIF®, CFP®

Stefanie Murray

Financial Consultant

Ben Hermiston

Ben Hermiston

Financial Consultant

Erika Perez

Client Operations Specialist

Braden Langeloh

Client Operations Specialist

Denise Kote, AIF®, CES®

Client Service Specialist

Justin Claussen

Client Operations Specialist

Samuel Cabral

Client Operations Specialist

Jasmina Townsend

Jasmina Townsend

Client Service Specialist

Kaitlin Poterack

Kaitlin Poterack

Client Relationship Manager

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