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Our Team

Wayne Moore CFP®

Co-Founder and Principal

Link Forester IIICFP®, CLU®, ChFC®, CASL®, RICP®

Co-Founder and Principal

Donna H Rhodes ChFC®

Director of Investments and Planning

William Elliott ChFC®

Partner and Private Wealth Advisor

T Cole Forester CLTC®

Partner and Private Wealth Advisor

Meghan Rau

Director of Operations