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Bret O'Guinn
Financial Analyst
Coming Soon
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PRACTICE AREAS
Tax Planning and Preparation
Portfolio Management
Employee Benefits
Estate Planning
Legacy Planning
Retirement Planning
INVESTMENTS
Our Philosophy
Registered Investment Advisor
Fixed Income
Bond Laddering
Equities
OUR VISION
OUR TEAM
David Blair
Cortnie Lomas Rodriguez
Robert Alston
Natalie Lomas
Robert Knode
Monica Sipes
Mary Harris
Timothy Foster
Christian Patterson
Connor Gross
Colin Calderon
Tori Glass
Chaney Patton
Jennifer Blair
Anne Robinson
Erina Bhattarai
CONTACT
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