Org chart
Chris Freimuth
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Brooks Merrifield
Senior Wealth Advisor
Dan Owens
Managing Director
David Carroll
Partner
JT Rusinko
Director Of Investments
Jay Hummel
Partner
John G. Phoenix
Partner
Jon Springer
Partner
Juliet Hull
Director of Relationship Management
Rita Koch Day
CCO & Managing Director of Operations
Cfp® Corey Gragg
Director Of Financial Planning
