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Our Team

Matthew R Krueger CLU®

Wealth Management Advisor

David T Finnemore

Financial Advisor

Andrew R Keister CFP®, ChFC®, RICP®

Director of Wealth Management Services

Matthew R Norman RICP®

Manager of Investment Operations

Rachael M Bennett CLU®, ChFC®, CFP®, MBA

Chief Operations Officer

Rob Smithback

Insurance Operations Associate

Sophia Bickle MBA, CFP®

Director of Planning

Kevin Patrick Lourigan

Financial Planning Assistant

Brooke E Grant

Director of Operations & Development