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Our Offices

Boise, ID
6200 N. Meeker Place
Boise, ID 83713

Mark Johnson, RHU, CWC

Brandon Johns

 

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Davis, CA
2050 Lyndell Terrace Suite 110
Davis, CA 95616

Ben Bimson CMT®, CIMA®

Evan Mathew, MBA

Graham McDougal, J.D., MBA

 

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Dublin, OH
5650 Blazer Pkwy, Suite 101
Dublin, OH 43017

Dino LoPresti

 

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Greenville, SC
109 Laurens Road, Building 3
Greenville, SC 29607

Michael S. Trent, CRPC® CLTC®

 

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Houston, TX
4545 Bissonnet St, Suit 284
Bellaire, TX 77401

Deborah Sopher

 

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Irmo, SC
7554 Woodrow Street
Irmo, SC 29063

Rick Kinney CLTC®

 

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Littleton, CO
4 West Dry Creek Circle
Littleton, CO 80120

Ann Speer

John Walker

 

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Mesa, AZ
1234 S. Power Rd. Ste 101
Mesa, AZ 85206

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Medina, OH
5000 Foote Road, Suite 206
Medina, OH 44256

Dino LoPresti

 

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Orem, UT
1095 S 800 E, Suite 1
Orem, Utah 84097

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Park City, UT
1389 Center Dr. Suite 170
Park City, Utah 84098

Kevin Bauer, CFP®, CHFC, CLU

Stan Plaisier 

Josh Hardman CFP®

 

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Redlands, CA
222 E. Olive Ave, Suite 5A
Redlands, CA 92373

Clinton Brown, CFP®, CHFC, CLU, CASL®, CAP®

 

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San Clemente, CA
1181 Puerta del Sol, Suite 100
San Clemente, CA 92673

Clinton Brown, CFP®, CHFC, CLU, CASL®, CAP®

 

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Scottsdale, AZ
8355 E. Hartford Drive, Ste 105
Scottsdale, AZ 85255

David Carroll, CPFA, CFP®

Steve Captain, CFP®, CHFC, CLU

Chip Wittrock

 

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St. George, UT
107 S. 1470 E. Suite 101
St. George, Ut 84790

Tony Christensen, CFP®, CHFC

David Harris

Bob Coleman

Kamron Wootton

 

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Tallahassee, FL
1342 Timberlane Road, Suite 201A
Tallahassee, FL 32312

Jamey McClenny

 

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Vernal, UT
1256 W. 400 South, Suite 2A
Vernal, Utah 85078

Delmer Hyde

 

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Life is a journey. Let's plan for it.