Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Lily Jackson

Client Service Specialist
Mary Hamshou

Mary Hamshou

Sr. Manager, Client Service

Michon McCabe

Client Service Specialist

Miranda Nusbaum

Sr. Client Service Specialist

Virginia Cramp

Sr. Client Service Specialist

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