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Certified Financial Planner™ Mark A. Nicolet Mba, Abfp™
Vice President Of Wealth Management
Collin Wolf
Wealth Management Assistant
Alex Reyes
Heather Klutznick
Vice President Of Investments
Todd Gurvis
+ 3 more
March, 2023 - present
June, 2022
Wealth Management Assistant at Trilogy Financial
Wealth Management Assistant at Annex Wealth Management
Wealth Management Assistant at GBC Bank