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Dave Klein
Founding Partner
Brian Kelly
Retirement Income Certified Professional (ricp®)
Mary Bona
Life, Accident & Health Licenses
Rachel Finnes
Relationship Manager
Sarah Foss
Chief Of Staff
Current role
Founding Partner at Calera Capital
Founding Partner at Purpose Health
Founding Partner at MagicMakers Group
Founding Partner at GroundFloor Media
Founding Partner at Rocketweave