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MEET THE TEAM
Advisors
Orin Green, CFP®
Managing Director, Financial Advisor
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Corrine Fields, CFP®, CDFA™, MBA
COO, Financial Advisor
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Dean Kernus, CFP®, CPA/PFS
Financial Advisor
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Brett Nussen, CFP®, EA
Financial Advisor
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Investment and client services
Francisco Lopez, CFA
Investment Management and Operations Associate
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Traci Fette
Paraplanner
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Kelley Woods
Client Service & Operations Specialist
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