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Justin Mason, CFP®

PRINCIPAL, SENIOR WEALTH ADVISOR, AND CCO

Nichole Archer

ACCOUNTING SERVICES STAFF

Riley Beal

ASSOCIATE WEALTH ADVISOR

Nancy Bryce

SENIOR ADMINISTRATIVE ASSISTANT

Drew Conger

SENIOR OPERATIONS SPECIALIST

Kristina Cox

ADMINISTRATIVE ASSISTANT

Dana Dees

ADMINISTRATIVE ASSISTANT

Valerie Dehart

ACCOUNTING SERVICES STAFF

Cathy Elam

ACCOUNTING SERVICES STAFF

Brenda Gauch

ACCOUNTING SERVICES STAFF

Emelie Glisson

SENIOR ADMINISTRATIVE ASSISTANT

Gina Greer

ACCOUNTING SERVICES STAFF

Jan Hartwig

ADMINISTRATIVE ASSISTANT

Deana Hunt

ACCOUNTING SERVICES SENIOR

Teresa Jack

ADMINISTRATIVE ASSISTANT

Sara Jaeger

ACCOUNTING SERVICES MANAGER

Lynda Kendall

ACCOUNTING SERVICES STAFF

Katy Long, CPA

DIRECTOR OF QUALITY CONTROL

Judy McGuire

ACCOUNTING SERVICES STAFF

Christy Romeo

ACCOUNTING SERVICES STAFF

Kelly Sgro

ACCOUNTING SERVICES SENIOR

Rhonda Spencer

ACCOUNTING SERVICES STAFF

Lori Wagner

ACCOUNTING SERVICES STAFF

Shawn Windisch

ACCOUNTING SERVICES SENIOR

Nick Zulauf

IT APPLICATION ADMINISTRATOR