Our Team
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Bill Jameson, CFP®Chairman, Partner
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Jared Jameson, CFP®CEO, Partner
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Jonathan Chapman, CFP®Senior Wealth Advisor, Partner
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Brandon Arns, CFP®, CAIAPortfolio Manager
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Alisha Weaver, CPAHead Trader
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Estella BaileyOperations Manager
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Ashley Cornner-PatelOffice Manager
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Mateo SalmeronAssociate Wealth Advisor