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Meet Our Team

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W. Brian Drake CRPS®, QPFC

Principal and Retirement Plan Specialist

Korey A. Grow QPFC, CRPS®

Retirement Plan Specialist

Michael J. Ready CFP®, QPFC

Retirement Plan Specialist

Valerie A. Litznerski

Research Analyst

Carrie F. Coulter

Client Relationship Manager

Kim A. Smith

Director of Client Development

Kristen M. Causey

Client Relationship Manager

Regina R. Drake

Client Relationship Manager