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Our Dynamic Team
Together, we work diligently to ensure that every client receives personalized, strategic, and empathetic advice tailored to their individual goals and circumstances.
Our Retired Financial Planners
Wilbert McZeal, CFP, retired 2024
Gary Garcia, CFP, retired 2023
Ronald Brannan, CFP, MBA retired 2019
Stanley Dorrance, CFP, MBA retired 2019
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