We welcome your inquiry. Call, email or use the form below to contact our office. To schedule a meeting with a particular person, access their individual calendars below.
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Frank J. Esposito, CFA
Managing Partner
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Niki Woodworth, CFP®
Managing Partner
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Joshua Johnson
Vice president, Financial Advisor
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Dylan Fisher
Vice president, Financial Advisor
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Kevin Stillman
Portfolio Manager
Elizabeth Reed
Client Service Associate
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