Our Team
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Brian J. Click, CFP®
Managing Partner | Wealth Adviser
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George R. Scott, AAMS®, CRPC®
Wealth Adviser
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Andrew Julian, CFP®
Certified Financial Planner™
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Buffie Shepherd
Operations Manager
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Crystal Jobe
Operations Associate
Managing Partner | Wealth Adviser
Wealth Adviser
Certified Financial Planner™
Operations Manager
Operations Associate