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Client Portal

Investments

K.C. Wilson headshot Caricature of K.C. Wilson

K.C. Wilson

CFP®

Financial Advisor

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Patrick E. Gauthier headshot Caricature of Patrick Gauthier

Patrick E. Gauthier

CFP®, MSAPM

Chief Investment Officer

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Samuel Camilo headshot Caricature of Samuel Camilo

Samuel Camilo

Portfolio Analyst

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Josué D. Blanco headshot Caricature of Josue Blanco

Josué D. Blanco

Portfolio Analyst

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