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Our team wants to serve you, that’s why we show up to the office every day. It’s not just our job, it’s in our DNA to help people cross the bridge from a world of chaotic finances and randomized insurance into a new land of an organized, systematic and thoughtful plan. Your plan, implemented by us.

ADAM TAYLOR

Wealth Management Advisor

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SONY BROWN

Director of Business Development & Financial Advisor

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MIKE EVERRITT

Investment Portfolio Specialist

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PIERS CURRY

Director of Risk Management

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ADAM TAYLOR

Wealth Management Advisor

TALK WITH ADAM

MIKE EVERRITT

Investment Portfolio Specialist

TALK WITH MIKE

PIERS CURRY

Director of Risk Management

TALK WITH PIERS

SONY BROWN

Director of Business Development & Financial Advisor

TALK WITH SONY

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