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Jim Heard
CEO
Jim Heard
Jim Heard
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Amy Merrill
Director of Family Wealth Strategies
Amy Merrill
Jennifer Birchett
Principal Wealth Advisor
Jennifer Birchett
Laura Nasca
Chief Administrative & Compliance Officer
Laura Nasca
Roger Ward
Principal Wealth Advisor & CIO
Roger Ward
Stacy Lewis
Principal Wealth Advisor
Stacy Lewis

Board & Advisors

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