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Expertise. Compassion. Know-how.
Meet the Team
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Based on a foundation of integrity and trust, our team of experienced financial advisors, legacy planners, and business strategists offer personalized advice and expansive resources.
Client Service Associate
Joi Wilson
The Investment Team
Steve Kolano, CFA
Chief Investment Officer
Peter Kaplan
Senior Vice President of Insurance Solutions
Richard E. Austin, JD, LLM, CIMA®, CEPA
Executive Director
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