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THE TEAM

JENNIFER MILLER
Executive Assistant to CEO

KATIE STECK
Investment Advisor Representative

RACHAEL SCHERBAUM
Administrative Assistant

MELISSA FLORES
Administrative Assistant
619.640.2622
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JENNIFER MILLER
Executive Assistant to CEO
KATIE STECK
Investment Advisor Representative
RACHAEL SCHERBAUM
Administrative Assistant
MELISSA FLORES
Administrative Assistant
619.640.2622