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Advisors Backed by
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Advisors Backed by Decades of
Wisdom
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Meet Our Team
JASON
BARBER
CEO and Founder
FINANCIAL ADVISOR | CFP®, AAMS®
Get to know Jason
TAYLOR
PANKRATZ
President and Founder
FINANCIAL ADVISOR | AAMS®
Get to know Taylor
STEVE
BARBER
Chairman and Founder
FINANCIAL ADVISOR | CFP®, AAMS®
Get to know Steve
JASON
BARBER
CEO and Founder
FINANCIAL ADVISOR | CFP®, AAMS®
Get to know Jason
TAYLOR
PANKRATZ
President and Founder
FINANCIAL ADVISOR | AAMS®
Get to know Taylor
STEVE
BARBER
Chairman and Founder
FINANCIAL ADVISOR | CFP®, AAMS®
Get to know Steve
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