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Our Team
Bob Scott
CFP®, AAMS®
President
Dean Scott
Vice President & Wealth Manager
Anthony Doctor
RICP®
Wealth Manager & Portfolio Manager
Glen Starr
CFP®
Wealth Manager - Texas Office
Julie Walter
Director of Operations
Jody Brown
Client Service Associate
Carson Scott
FPQP®
Paraplanner
Nicole Bancewicz
Administrative Assistant - Texas Office
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