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Roger Reynolds
President of the Board of Directors, Co-Founder
Cfp® David McIntosh
Wealth Manager
Ian Curtiss
Aams® James L. Moore Cmfc®
Wealth Manager/shareholder
James Walsh
Portfolio Manager
+ 13 more
Fpqp® Michelle Decaire
Client Team Operations Manager
June, 2021 - present
Wealth Manager at The Retirement Planning Group
Wealth Manager at Beaird Harris & Co
Wealth Manager at Vietnam International Bank
Wealth Manager at Anchor
Wealth Manager at Formue