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Mindy Dornan

Senior Planning Associate
Charlotte, NC

Erin Villamizar

CFP®
Planning Associate
Annapolis, MD

Michaela St. Clair

CFP®
Senior Planning Associate
Wayne, PA

Jonah Duyvelaar

Planning Associate
Atlanta, GA

Carter Otey

CFP®
Senior Planning Associate
Charlotte, NC

Henry Hagedorn IV

Planning Associate
Westwood, NJ

Joseph Nole

CFP®
Senior Planning Associate
Westwood, NJ

Richard Widick

CFP®, CRPS®
Senior Planning Associate
Asheville, NC

Boone Butler

Planning Associate
Asheville, NC

Jacob Prater

Senior Planning Associate
Asheville, NC
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