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Investment Advisers

Steve Post

Steve Post, EA, CRPC

Joel Grimm

Joel Grimm

David Tracey

David Tracey, CFP®

Erin Desk Pic_edited.jpg

Erin Mutton, IACCP®

Austin Miller

Austin Miller, CPA

Jordan Pfister

Jordan Pfister, CPA

Client Service Team

Rosann Darnall

Rosann Darnall, CPA

Ginger Post

Ginger Post

Cindy Braun

Cindy Braun

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