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PLANNING TEAM

Lauren.jpg

Lauren Goeddel, CFP®

Wealth Planner Manager

Cole.jpg

Cole Milam, CFP®

Wealth Planner

Blake.jpg

Blake Higdon

Wealth Coordinator

Melissa.jpg

Melissa Sims, CLU®

Wealth Coordinator Manager

Christina.jpg

Christina Shockley, JD, CFP®

Partner, Chief Planning Officer & Wealth Advisor

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Muhammad "Mo" Khalid, MSF

Wealth Coordinator

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Taylor Gibbs

Wealth Coordinator

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Nina Breen, CFP®

Wealth Planner

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Bradley Fischer, CFP®

Wealth Planner

Jared.jpg

Jared Freese, CFP®, CLU®, CEPA, ChFC®

Wealth Planner

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