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Our Team

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

CEO and Wealth Management Advisor

Dustin W Clark CFP®, RICP®, CLU®

Wealth Management Advisor and Co-Founder

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

Chief Financial Officer

Brooke N Watters

Chief Operating Officer

Joshua E Thompson

Director of Investments and Operations

Erik Jonas

Director of Retirement Plans

Devin Joseph Dircks

Director of Insurance Operations and Services