Lisa Weegar
Director of Operations & Client Services
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Director of Operations & Client Services
Operations & Client Services Associate
Director of Marketing
Managing Director – Wealth Management
Vice President Investments And Planning
Managing Director – Wealth Management
Vice President Investments & Planning
Managing Director – Wealth Management
Founding Partner
Director of Client Services
Sr. Registered Client Service Associate
Managing Director, Wealth Management
Managing Director
Managing Director, Wealth Management
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