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Our advisors

Arie Bojorquez

Client Support Associate

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David Allen

BFA, CRPC, AWMA

Client Relationship Manager

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Dillon Stafford

CRPC, AWMA

Client Relationship Manager

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Maggie Smith

Client Support Associate

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Morgan Busch

CRPC

Client Support Associate

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Samantha Green

BFA

Client Support Associate

Experienced Client Support Associate
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Sara Tuersun

Client Support Associate

Lead Client Support Associate
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Vaden Genneken

CRPC

Client Relationship Manager

Learn more about Vaden Genneken