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Roger Reynolds
President of the Board of Directors, Co-Founder
Alexandra Lambert
Client Team Operations Manager
Ian Curtiss
Wealth Manager
Aams® James L. Moore Cmfc®
Wealth Manager/shareholder
James Walsh
Portfolio Manager
+ 13 more
Davis Karaica
Team Operations Manager And Senior Wealth Management Associate
December, 2015 - present
Client Team Operations Manager at Coldstream Wealth Management
Client Team Operations Manager at Interstates
