Our Team
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Hal D. Guy, CRPC, CLU, ChFC, CFP®
Founder and Managing Principal
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Jeffrey Tracey, AAMS®, CRPC, CFP®
Principal
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Andrea Summers
Executive Assistant
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Trisha Turano
Administrative Assistant
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Tyler Eppich
LPL Registered Administrative Assistant
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Ben Gustafson
Wealth Manager Assistant
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Malaak Hussein
Administrative Assistant
