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Abstract Structure

Our Team
 

Founded in 2019 by industry leaders, the comprehensive team comprises diverse financial experience yet all rooted in a commitment to ethics and integrity.

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CODY LUMMUS

President
Founding Partner

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ETAI GROFF

Wealth Strategist 

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ANDREW H. SMITH

Chief Investment Strategist
Founding Partner

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THOMAS KEELING, CFP​ ​​Ⓡ
 
Director of Financial Planning

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ERICA RADMAN

Director of Operations

Our Team
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