MEET OUR TEAM

Our team of trusted professionals is dedicated to providing you with the highest level of personalized service. Each team member brings a set of experience, skills and knowledge to deliver custom wealth solutions tailored to help meet your needs.

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Jon Wax, CFP®

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Casey Fulp, CFP®

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Yeon Thomas

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Jean Buckholz

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Ellie Sommers

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Yvette Heatly