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Contact us if you have questions or would like to set up an appointment.

Wealth Management

Greg Lavin
Wealth Management Advisor

Kristen Massie
Associate Wealth Management Advisor

Rodney Smith
Associate Wealth Management Advisor

Michelle Oldham
Wealth Management Registered Assistant

Insurance

401(k)

Jason Schoeffler
Financial Services Coordinator / Insurance Specialist

Kristen Saunders
Qualified Plan Service Coordinator – 401(k)

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