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Investment Advisers

Steve Post

Steve Post, EA, CRPC

Joel Grimm

Joel Grimm

David Tracey

David Tracey, CFP®

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Erin Mutton, IACCP®

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Austin Miller, CPA

Jordan Pfister

Jordan Pfister, CPA

Client Service Team

Rosann Darnall

Rosann Darnall, CPA

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Katelyn VanCamp

Cindy Braun

Cindy Braun

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