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Our Team
Terry Anderson
Chief Financial Architect CFP® Denver
Clare Sass
Financial Planning Manager
Christopher Barker
Wealth Advisor CFP®, AIF, MBA Denver
Scott Marek
CFP®
Partner CFP® Denver
Stacy Smith
Operations Manager Denver
Alex Moorehead
Head of Trading PhD
Chandler te Velde
Partner, CFP® Denver
Dot Siaz
Operations Assistant
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