Meet The Team

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Sandeep Varma

Wealth Strategist

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Nisha Varma

Operations Manager

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Steven Musser

Wealth Strategist

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Phylip Simmons

Wealth Strategist

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David Fogel

Director of Research

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Dana Losbog

Business Operations Director

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Wendy Quijas

Client Services Coordinator

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Jonathan Valle

Client Relations Coordinator

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Isabella Smith

Client Services Coordinator

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Rosanne Lashgari

Director of First Impressions