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Our Team

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6 team members found

Michael L. Mueller, CFA

Principal, Regional Director, Midwest Region, and Investment Advisor

Jerry B. Love, CFP®, CPA, PFS

Principal, Regional Director of Wealth Strategies

Charles Ybema

Principal, Private Client Advisor

Dorsey Martin, CMA, IACCP

Principal, Director of Administration

Lisa Adams

Client Account Administrator

Susan K. Perkins

Client Account Administrator