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About Our Team
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About Us
The right people in the right places serving you
Our Team
Craig Judd
President and Financial Advisor
Mindy Perez
Financial Planner & Business Manager
Ariana Lilly
Client Experience Director
Micki Taylor
Applications and Processing
Candace Riedelbach
Marketing and Client Services
Mandy Gilmour
Assistant
Ken Evangelista
OSJ Manager
John Cohen
CIMA, CFP, ChFC
Nick Thiede
MBA
