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YOUR TEAM
Our Team

BRIAN BOUGHNER | Principal

ANTHONY MAHFOOD | Principal

GREG TOWNER | Chief Investment Officer

STEVEN TOLLESON | Partner

NANCY GLADDEN | Client Service Manager

VICTORIA LATHAM | Director of Operations

DAVID CHUDYK | Financial Advisor

PEYTON HOPPES | Financial Advisor

JORDAN ROBERTS | Financial Advisor

SUSAN HARVELL | Client Service Manager

EMILY EDWARDS | Client Service Manager

FAITH ZANE | Client Service Manager

NAADIR JALILL | Financial Advisor

ABBY SCHILZ | Advisor Relationship Manager

GINA ROSE SALAMIN | Trader / Analyst
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