Our Team
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Chief Operating/Financial Officer
Lisa Myers, IACCP®
Vice President of Compliance and Operations
Aaron Tanner
Vice President of Client Experience
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Senior Corporate Administrator
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Receptionist
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Financial Analyst
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Financial Analyst
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Investment Analyst
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Financial Services Associate
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Investment Analyst
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Financial Services Associate
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Investment Analyst
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Financial Services Associate
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Investment Analyst
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Financial Services Associate
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Senior Trading Operations Analyst
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Receptionist
Learn more about
Our TeamManaging your
University TIAAand Fidelity Accounts
Managing your
IRA, Roth IRA, 401k,Trust and Taxable Accounts