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Andrew Altfest, CFP®
Founder and CEO
Andrew Altfest, CFP®
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Dillon Gilpatrick
Head of Customer Success
Luis Daniel Barbier Arizmendi
Director de Desarrollo Financiero
Luis Quiroz
Co-founder & CTO
Rachel Schwab, CFP®
Product Manager
Brad Frey
Head of Broker Dealer Enterprise Sales & Director of South Regional Sales
