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Meet The Team
Bob Robbins,CFP
®,
CLU®,
CPM®, ChFC
®
Principal
Portfolio Manager
Colleen Farley, CPM
®
Managing Principal
Portfolio Manager
Principal
Portfolio Manager
David Lanzillo, CCFS®
Vice President
Wealth Advisor
Kate Caswell, FPQP™
Operations Administrator
Dawn Sullivan
Director of Operations and Trading
