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Cole Caruthers CFP®, ChSNC®, ChFC®, RICP®, MBA

Partner and Wealth Management Advisor

George W Lubke JrMBA, CLU®

Partner and Financial Advisor

Leonard J Gargagliano CLU®, ChFC®

Financial Advisor

Jacob Rhame

Financial Advisor

Chloe Chawner

Associate Wealth Management Advisor

Debra L Davis

Insurance Operations

Joanna Hayden

Director of Client Services