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Meet The Team

Orin Green, CFP®
Managing Director, Financial Advisor

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Corrine Barroso, CFP®, CDFA, MBA
COO, Financial Advisor

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Dean Kernus, CFP®, CPA/PFS
Financial Advisor

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Brett Nussen, CFP®
Financial Advisor

Mike Mayer, CFP®
Investment Operations Analyst

Traci Fette
Paraplanner

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Kelley Woods
Client Service & Operations Specialist