Mike Adams
President and Principal Portfolio Manager
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We believe our advisers are the best of the best. Meet our team of exceptional advisers and staff who stand ready to help you attain or exceed your financial goals.
Pamela Adams
Client Services Manager
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Sara Kraft
Administrative Manager
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Albert Souza
Vice President – Financial Adviser
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Jen Weynands
Financial Adviser
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Chris Yand
Financial Adviser – IAR Fiduciary
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CJ Roberts
Administrative Assistant
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