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Second slide

Our Team

Stephen Riley

Founding Partner

David Munn

Founding Partner, CFP®

Kelly Whalen

Partner

Michael Munn

Partner, CFP®

Colleen Stevens

Client Relationship Manager

Jodie Bischoping

Operations Manager

Emily Knight

Client Service Associate

Don Nichols

Founding Partner Emeritus

  • Who We Are
  • Team
  • Areas of Expertise
  • LPL Research
  • Calculators
  • Contact

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