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Details:
Details about
Employees:
Employees at
Wen Tang
Wealth Advisor
Lacey Turner
Client Service Manager
Robert Woessner
Director, Investment Strategy
Justin Berman
Principal and CEO
Wen Nottebohm
Wealth Advisor
Mckenna Law
Planning Associate
John Sheffield
Associate Director, Wealth Advisor
Jake Rosenberg
Luxury Real Estate Specialist-Licensed Salesperson
Justin Berman
Kelly Downs
Chief Operating Officer
Justin Berman
Principal and Chief Executive Officer
