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Our Team

Matthew R Krueger CLU®

Wealth Management Advisor

David T Finnemore

Financial Advisor

Andrew R Keister CFP®, RICP®, ChFC®

Associate Wealth Management Advisor

Matthew R Norman

Investment Operations

Rachael M Bennett CLU®, ChFC®

Manager of Financial Planning

Rob Smithback

Insurance Operations Associate

Sophia Hanson Rinehart MBA, CFP®

Director of Investments

Kevin Patrick Lourigan

Insurance Operations Associate

Brooke E Grant

Operations Associate