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Our Team

Alix Kusler

Portfolio Manager, Advisor, Certified Wealth Strategist®

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Rick Zich

Financial Advisor,

Manager

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Robert Wright

Portfolio Manager,
Financial Advisor

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Bart Schannep

President,
Certified Wealth Strategist®

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Kataya Plett

Portfolio Manager Assistant

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Lacey Rogers

Operations Manager

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Sarah Sbragia

Client Services

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Rob Schannep

Financial Advisor, AIF®

Our Dave Ramsey Specialist

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