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Our Team

Shane R Fruge

Principal and Financial Advisor

Jennifer Steil CFP®, ChFC®, RICP®, AEP®, WMCP®

Principal and Wealth Management Advisor

Amy Stiner MBA, RICP®

Financial Advisor

Maria La Mar

Director of Operations

Noah E Baldazo CFP®

Financial Planning Analyst

Garrett William Bode

Investment Specialist

Amanda D Maturo

Insurance Operations

Kelli Ann Howell

Marketing Coordinator