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Pictured left to right: David Scureman, Deborah Hoefling, Doug Lockwood, Amanda O’Neill, Rhonda Wainwright
Doug Lockwood, CFP® Partner
David Scureman, CFP®, MBA Wealth Strategist
Deborah Hoefling Client Services Administrator
Rhonda Wainwright Client Services Administrator
Amanda O’Neill Front Desk Coordinator
