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Our Team

Bruce L. Palmieri CFP®, ChFC®, CLU®

Partner

Gray Shannahan CFP®

Partner

Joann Barber

Director of Insurance Operations

Rachael Bell

Director of Operations

Rachel Brown

Director of Marketing and Communications

Bradley J. Nolan AWMA®, CFS

Director of Investment Operations

Brian David Osteen ChFC®

Associate Financial Advisor

Gregory T. Patchak CFP®, RICP®

Director of Financial Planning