Associates

• Shawn Clark

  Managing Partner | Financial Advisor

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• Steve Giacobbe, CFA, CFP®

  Managing Partner | Chief Investment Officer

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Client Advisory Board

• Mick Miller

  West Unified Communications | Director of Client Services

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• Tracey Morris

  Tracey Morris Strategies | Consultant

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• Lynda Wilcox

  Goldwater Bank | Branch Manager

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