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Our Team

Glen Clemans

Glen Clemans

Financial Advisor, Founding Partner

Denise Reinert, MBA

Denise Reinert, MBA

Chief Operating Officer, Chief Compliance Officer, Partner

Kelly Mellinger

Kelly Mellinger

Sr. Client Services, Life Events Specialist, Partner

Shannon Keener

Shannon Keener

Trading Specialist, Partner

Alan Dorin

Alan Dorin

Sr. Client Service Associate

Kobe Gustafson

Kobe Gustafson

Client Service Associate

Support Staff

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