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Pairing World-Class Service

With down-to-earth conversations.

What many people don’t expect when they work with us — we’re human too. We’ve all made our fair share of mistakes in this world; many of these mistakes helped us become the competent advisors we are today.

Without these lessons, we would be left referencing textbook material and subjective news commentary, and that’s no way to run a business.Our hope for every one of our clients is that after each meeting, you’ll feel more confident and rest assured that your money is here to be an engine of opportunity.

Jarred Pengel Photo

Jarred Pengel

Director of Trustee Services
Toussaint Bailey   Photo

Toussaint Bailey

Jim DeCota Photo

Jim DeCota

Taylor Greenleaf Photo

Taylor Greenleaf

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