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Meet The Team

Christopher Nuss MBA, ChFC®, CLU®, CASL®, RICP®

Wealth Management Advisor

TJ Popolizio CFP®

Financial Advisor

Caitlin Marie Nuss

Chief Marketing Officer

Melissa L Forbes MBA, CLU®, ChFC®

Associate Wealth Management Advisor

James Gray CFP®

Associate Wealth Management Advisor

Riley Nuss

Executive Assistant

Colangelo Alesandrini MBA

Investment Associate