Meet the Team
Financial Advisors
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Angela Helmus-O'Brien
CFP®, CEP®, Founding Partner, Managing Director, Wealth Manager
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Travis Hadwin
CFP®, Founding Partner, Wealth Manager
Our CAM's
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Elaine Anderson
Founding Partner, Client Administrative Manager
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Rori Miller
Founding Partner, Client Administrative Manager
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Ryan Seidl
Registered Client Administrative Manager