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Our Team

William A Clark CFP®, CLU®, ChFC®, CASL®, RICP®

CEO and Wealth Management Advisor

Dustin W Clark CFP®, RICP®

President

Nick W Miller CFP®, CLU®, ChFC®, RICP®

Chief Financial Officer

Brooke N Watters

Chief Operating Officer

Joshua E Thompson

Director of Business Development

Erik Jonas

Associate Financial Representative

Devin Joseph Dircks

Director of Client Services