EXPERIENCED TEAM

Certified Financial Planners

From our corporate team to your local office, we’re all here to serve you.

Senior Wealth Advisor

Peter Hackenbrack, CRPC®, AIF®

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Senior Wealth Advisor

Clark Schweitzer, CFP®

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Paraplanner

Aimee Conley, FPQP®™

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Administrative Assistant

Nicole Boysen

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Advisor Client Relationship Specialist

William Torrence

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Business Development Specialist

Anthony Barbosa

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Investment Analyst

Tyler Procacci, CFA®

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