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Our Team

Rick Smith

Rick Smith

Senior Wealth Advisor

Melissa Brown

Melissa Brown

Financial Paraplanner Qualified Professional™ (FPQP)/Administrative Associate

Jim Fazio

Jim Fazio

Financial Paraplanner Qualified Professional™/Client Services Associate

Jennye Beronio

Jennye Beronio

Client Services Associate

(254) 526-6603

Sherri Judd

Sherri Judd

Client Services

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