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Jon Forbes | President, CFA, CFP®
Jennifer Hernandez | Financial Planner, CFP®, EA
Crystal Karstens | Associate Financial Planner
Hope Radliff | Client Services Administrator
John Pfaffmann | Investment Manager
Kyle Householder | Senior Associate Financial Planner
Joy Kurschner | Office Administrator
Delaney Uehling | Associate Financial Planner
We would love to welcome you to our beautiful office