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Meet The Team

Michael W Mohr RICP®

Wealth Management Advisor

Matthew A. Culhane RICP®

Managing Director

Brent Havlik CFP®

Financial Advisor

Tricia Way AWMA®

Associate Wealth Management Advisor

Taylor N Mohr

Associate Financial Representative

Brian Kelly Burg CLU®, RICP®

Director of Financial Planning

Chase Kuhlman

Associate Wealth Management Advisor