Our Team
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Morgan Eichwald, CFP®, CWS®
Senior Financial Advisor
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Jane Bond
Registered Client 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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Connie Bergstrom, CPFA, AIF®
Vice President, Associate Director Retirement Plan Consultant
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James Ragan, CFA
Senior Vice President, Director of Wealth Management Research