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PLANNING TEAM
Lauren
Goeddel
Service Advisor
Matthew Harris, MBA
Support Associate
Blake Higdon
Support Associate
Cole Milam
Service Advisor
Melissa Sims
Support Associate
Christina Shockley, JD,
CFP®
Partner, Chief Planning Officer & Lead Advisor
Nina Breen
,
CFP®
Service Advisor
Bradley Fischer
Service Advisor
Jared Freese,
CLU®
Service Advisor
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