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YOUR TEAM
Our Team

BRIAN BOUGHNER | Principal

ANTHONY MAHFOOD | Principal

GREG TOWNER | Chief Investment Officer

SUSAN HARVELL | CCO/ COO

JORDAN ROBERTS | Director of Financial Planning

NANCY GLADDEN | Client Service Manager

SHELBY FLYNN | Marketing and Client Services Manager

CAROLINE LORD | Marketing and Client Services Manager

PEYTON HOPPES | Financial Advisor
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