Maurice Walch
Senior Wealth Advisor
Roy Adam
Senior Financial Advisor
Ben Walch
Associate
Keith McDonald
Financial Advisor
Julie Thomas
Financial Advisor
Wardah Bukhari
Associate
Derrick Yee
Senior Wealth Advisor
Leanne Meier
Financial Advisor
Sarah Long
Administrative Assistant
Jeanette Boleantu
Senior Wealth Advisor
Carolyn Johnson
Data Analyst: Customer Insights
Jennifer Ziegler
Associate
Penny Lambert-Jones
Processing Manager
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