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Kevin Banitt, CFP®

Partner/Financial Planner

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Amy Burg, ChFC, CLU

Managing Partner

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Terry Dobson

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Leanna Hain

Assistant to Kevin Banitt

507-289-4045
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Michael Ihrke

Financial Professional

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Jess Jenson

Administrative Assistant

651-389-4130
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Jacob Lewis, CFP®

Partner/Retirement Planning Specialist

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Shane Schiavo

Financial Professional

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Tom Starkey, CFP®, ChFC, CLU

Managing Partner

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