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Team In Grid View

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Kim Dumont

Branch Operations Manager

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I'm young, dedicated, energetic, and ambitious Here to offer investment and personal finance advice

Tyler Rapp

Advisor + Investment Analyst

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

Michael Sgroi

Managing Partner

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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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