WHO WE ARE

5 CFPs, 2 CPAs, 1 Common Goal.... Yours.

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Andy Keeler

Founder and President

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Rick Nadler

Founder and Advisor

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Mark Beaver

Partner and Senior Advisor

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Jessica Hultberg

Advisor

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Abby Rose

Advisor

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TJ Burkett

Operations Manager

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Carolina
Kowalski

Client Administration

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Linda Lipps

Office Administration

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Kerri
Nicholson

Director of Business Development

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Bill Root

Estate Planner

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