Team
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Andrew Tupler
CFP®, MBACERTIFIED FINANCIAL PLANNER™
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Josh Murray
CFP®CERTIFIED FINANCIAL PLANNER™
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David Vickroy
Financial Paraplanner
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Susan Dempsey
MSClient Relations Specialist
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Natalie Verdeflor
MBAClient Relations Specialist
CERTIFIED FINANCIAL PLANNER™
CERTIFIED FINANCIAL PLANNER™
Financial Paraplanner
Client Relations Specialist
Client Relations Specialist