Our Team
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Michael Graham, CFP®
Financial Consultant / President
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Nathan White, AIF®, CPFA®
Financial Consultant /
Vice President -
Cal Lyons
Financial Consultant /
Vice President -
Scott Fisher, CFP®
Financial Consultant
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Nik Adams
Financial Consultant
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Eric Benes
Financial Consultant
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Angela Johnson
Executive Assistant
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Sarah Gritzmacher
Administrative Assistant
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Natalie Livingston
Director of Strategy and Communications
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Hallie Hedinger
Creative Associate
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John Graham, CLU®
Co-founder