Our Team
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Chris Jones, CFP®, CKA®, CPA
Financial Advisor
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Bill Poland, CRPS®, CRPC®, CKA®, CPFA®, CMP®
Financial Advisor
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David Belk, CFP®, CEPA®, CKA®
Financial Advisor
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Patrick Williford CRPC®
Financial Advisor
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Jessica Neisler
Chief Compliance Officer, Operations Manager
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Leslie Moore
Administrative Assistant