Our Team
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Morgan Eichwald, CFP®, CWS®
Vice President Financial Advisor
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Jane Bond
Senior Registered Associate
Our Extended Team of Wealth Management Experts
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Ryan Halleran
Senior Vice President, Director of Wealth Planning
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James Ragan, CFA
Senior Vice President, Director of Wealth Management Research
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Adrian Snyder
Vice President, Trust Officer
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Danielle Thies, CFP®, FPQP™
Associate Vice President, Senior Planner