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Home
WHO WE ARE
WHY WE’RE HERE
WHAT WE DO
Giving back
NEWS & RESOURCES
Contact
CLIENT LOGIN
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Team
Mae Bruns
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Jene Hoosier
Chief Operating Officer
Mary Ann Bartels
Chief Investment Strategist
Kevin Chase
Chief Compliance Officer
Bethany DeMassimo
Registered Senior Wealth Associate
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MATT Terwilliger, CFP
CFP Founder/Senior Wealth Advisor
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