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Meet the Team
Justin G. Davis, MBA, CFP®, CPWA®, CEPA®, CEPA®
Founder/CEO,
Managing Director
Tim Murray, AAMS®
Investment Executive,
Financial Advisor
Svetlana Koltun
Director of Operations,
Senior Registered Client Service Associate
Anna Frisby
Executive Assistant,
Client Service Associate
Archibald Barisol Davis
Office Mascot
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