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Advisors

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CFP®, CLU®, ChFC®, CASL®, RICP®

Stephanie Davis

WMCP®, RICP®

Ray Henderson
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Advisor | Founding Partner, Chief Executive Officer

Advisor | Partner, Executive Vice President

Support Staff

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Naomi Brock

Financial Planning Associate

CFP®

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Josh Roberts
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Financial Scribe

Vanessa Henderson

CERTIFIED FINANCIAL PLANNER™

Your Financial Confidence
is Our Only Objective

We'll help you preserve and protect the wealth you’ve worked so hard to build.

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