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Kyra Yang
Event Coordinator
Ted Thatcher
Senior Advisor
Russell Skinder
Client Support Specialist
Elli French
Operations Manager
Marissa San Nicolas
Senior Client Relations Manager
Aidrik Schafer
Marketing Administrator
Charli Natale
Office Coordinator
Lori Meter
Financial Advisor
Layton Paloutzian
Financial Advisor
Mac James Thatcher
Financial Advisor
Michaela Herring
Marketing Manager
Isaac Morris
Client Support Specialist
Jacob Thatcher
Financial Advisor
Jaycee Ford
Event and Digital Marketing Coordinator
Waylon Bell
Client Support Specialist
Our Team Members