Meet The Team

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Bill McCrea

Financial Advisor

Business Support

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Marc Neighbor

Financial Advisor

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Michael Richards

Financial Advisor

A smiling man with glasses, a beard, and short hair, wearing a dark suit jacket and a light blue collared shirt.

Phillip Bacon

Director of Operations

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Brian Jackson

Director of Marketing

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Elle Garvey

Executive Assistant

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Austin Harrison

Director of Investments

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Carrie Wrisberg

Chief Compliance Officer