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FOUNDERS
John Argue
Rick Callister
Sam Sheth
Kevin Wernick
MANAGING DIRECTORS
Steve Ackerman
Monte Harrick
Paul Murray
Please click on each name to learn more
- We are not part of a financial institution, and we view our independence as a deliberate choice that is one of our core values
- We want our clients to fully understand their choices, and the implications of each choice
- Most of our competitors represent products and plans of particular financial institutions. We represent only YOU