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Jeff Acheson, CEO

Certified Private Wealth AdvisorĀ®

Jody Henley, COO

Director - Client Services

Elle Moser, V.P.

Director - Financial Planning Services

Tyler Acheson, V.P.

Director - New Relationship Development

Aaron Gilman*

Chief Investment Officer

Pete Nunley*

Director - Asset Management

Jake Muehlschlegel*

Alternative Investments Analyst

Todd Anderson

Administrative Staff

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