Our Team
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Matt Bonito, CFP®, CKA®
FINANCIAL ADVISOR
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Drew Lehman, CFP®, CKA®
FINANCIAL ADVISOR
Investment Team
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Robert Netzly
CEO
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Darrell Jayroe, CFA, CFP, CKA
SENIOR PORTFOLIO MANAGER
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Dr. Erik Davidson, CFA
CHIEF ECONOMIC ADVISOR
FINANCIAL ADVISOR
FINANCIAL ADVISOR
CEO
SENIOR PORTFOLIO MANAGER
CHIEF ECONOMIC ADVISOR