Team In Grid View
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Kim Dumont
Branch Operations Manager

I'm young, dedicated, energetic, and ambitious Here to offer investment and personal finance advice
Tyler Rapp
Advisor + Investment Analyst

I'm honest, straight to the point, passionate, and analytical Expert in Financial plan strategy and implementation
Michael Sgroi
Managing Partner

I am Compassionate, a Listener, and Communicator Looking to build relationships and advise people into the future with their finances
Jason Sgroi
Principal Advisor / Partner
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