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OUR TEAM

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Charles Shapiro

Nina Hajjar, CFP®

Jim Boyd, EA/AIF/CFP®

Founding Partner | Chief Development Officer

Partner | Wealth Advisor

Wealth Advisor

Wealth Advisor

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Rob Leach

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Frank Ro

Wealth Advisor

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Rhonda Jimerson

Operations Manager

Branch Operations Manager

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Perlie Graham

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Amylee Smithwick

Client Services Associate

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Alexander Ezeani

Planning & Operations Coordinator

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