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| Name | Title | Email Address |
| Christian Lewis, CFP® | President | Send Email |
| Dana Sandoval, CFP® | Wealth Planning Advisor | Send Email |
| David Johnson | Vice President | Send Email |
| Guy W. Holman, CFP®, CPA | Senior Vice President | Send Email |
| Kimberly Soderholm | Private Banker | Send Email |
| Marie Nguyen | Private Banking Officer | Send Email |
| Peter M. Olander | Vice President | Send Email |