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Staff Spotlight

Thoughts on Thanksgiving— Meet Doug Custer, Financial Advisor & Shareholder

November 26, 2019
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To read Count your blessings! 11 RIAs Share what they’re thankful for in 2019 as published in CityWire, click here. I’ve been blessed beyond measure in innumerable ways: a loving wife and family; an energetic golden retriever; many deep friendships; a wonderful church community; health; a beautiful home in the great Pacific Northwest; a love…

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Maureen Jones

Our People are our Most Valuable Asset — Meet Maureen Jones, Financial Advisor & Shareholder

October 31, 2019
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To read more about Maureen Jones or to make an appointment you can click here.

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Our People are our Most Valuable Asset — Meet MaryAnn Ferreira, Financial Advisor & Shareholder

September 24, 2019
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To read more about MaryAnn Ferreira or make an appointment you can click here. .

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Our People are our Most Valuable Asset — Meet Matt Boelter, Financial Advisor & Shareholder

June 7, 2019
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To read Matt’s complete bio click here

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