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Kyle Christensen, CFP

Owner / Principles-Based Planner

Phone: 435-770-0959
Email: [email protected]

Contact

David Mullin, CFP

Principles-Based Planner

Phone: 918-859-3949
Email: [email protected]

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Bobby Mattei, CFP

Principles-Based Planner

Phone: 318-347-9009
Email: [email protected]

Maria Bentancourt Main Profile

Maria Betancourt

Principles-Based Planner

Phone: 954-770-4802
Email: [email protected]

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Dave Houser

Principles-Based Planner

Phone: 860-878-2917
Email: [email protected]

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Tim Turley

Principles-Based Planner

Phone: 801-440-7126
Email: [email protected]

Contact

Monica Piñon

Executive Assistant

Phone: (361) 587-6615 
Email: [email protected]