Our Team
Leadership Team
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Phil Jones
Vice President, Finance & Operations
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Michael Byrne
Vice President, Development
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Jimmy Torres
Senior Managing Director
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Pieter Olree
Insurance Brokerage Partner
Firm Strategists
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Craig Boozer
Financial Services Professional
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Andrew Chavez
Financial Services Professional
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Ryan Logan CFP, CFBS, CLU
Financial Services Professional
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Lonnie Murphy MBA, CFBS
Financial Services Professional
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Melissa Northway
Financial Services Professional
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Cameron Winchel
Financial Services Professional
Associates
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Phillip Ahn
Financial Services Professional
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Jaime Beltran
Financial Services Professional
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Dan Fomenko
Financial Services Professional
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Adrian Gomez
Financial Services Professional
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Joshua Manabat
Financial Services Professional
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Linili Maramba
Financial Services Professional
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Jake Martin
Financial Services Professional
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Bill Mayhue, MBA
Financial Services Professional
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Daniel Moussa-Zahab
Financial Services Professional
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Tyler Ostrovsky
Financial Services Professional
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Agustin Pradillo
Financial Services Professional
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Anthony Sands
Financial Services Professional
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Toben Torres
Financial Services Professional
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Stone Van
Financial Services Professional
