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Our Team

Matt Bonito, CFP®, CKA®

FINANCIAL ADVISOR

Drew Lehman, CFP®, CKA®

FINANCIAL ADVISOR

Josh Chaney

CLIENT SERVICE DIRECTOR

Investment Team

Robert Netzly

CEO

    Darrell Jayroe, CFA, CFP, CKA

    SENIOR PORTFOLIO MANAGER

      Dr. Erik Davidson, CFA

      CHIEF ECONOMIC ADVISOR