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Our Team

Dedication. Expertise. Communication.

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Financial Advisor

Robin Bess

719-539-1040

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Financial Advisor

Joel Fay

859-554-1654

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Matt Snow

913-226-4149

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Administrative Assistant

Marty Gabriel

719-966-5221

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Director of Client Services

Mindy Phillips

719-239-0981

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Need more details? Contact us We are here to assist. Contact us by phone, email.
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