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Staff

Jim Poepl, J.D.

President
651-480-4601
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Craig Dock, CFP®

Financial Advisor
651-480-4601
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Jordan Heavens

Financial Advisor
651-480-4601
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Holly Ostertag

Compliance Officer
651-480-4601
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Andy Futhey

Paraplanner
651-480-4601
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Nick Famularo, CFP®

Financial Advisor
651-480-4601
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