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Our Team
Cory Sims
AWMA®, CRPC®, CES
Managing Member and Investment Advisor Representative
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Ryan Atkins
CFP®
Investment Advisor Representative
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Blake Bagshaw
CFP®, ChFC®
Investment Advisor Representative
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Michael Perry
Investment Adviser Representative
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Sydney Harden
Chief of Staff
Executive Administrative Assistant
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Caroline Perry
Client Service Assistant
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Vanessa Darley
Client Service Assistant
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We look forward to working with you!
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