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Dan Langworthy, CIMA®, CPWA®
Founder | Senior Financial Advisor
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Cody Schaefer, CFP®
Lead Financial Advisor
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Luke Kroeplin, CFP®
Financial Advisor
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Jack Zinser
Associate Financial Advisor
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Lisamarie Langworthy
Operations Manager
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Debra Pladsen
Chief Compliance Officer
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Caity Kessel
Client Service Associate