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Who We Are

OUR STORY
WHAT WE DO
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Victoria Woods

CEO & Chief Investment Advisor

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Lynn McGuire

Director of First Impressions

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Meg Weist

Client Onboarding Specialist

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Damon King, CFP®

Investment Advisor & Wealth Manager

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Larry Woods

Director of Property Management

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Lisa Ward, CFP®

Investment Advisor & Wealth Manager

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Courtney Acord

Marketing Coordinator

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