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Home
About
Why Choose Us
Meet The Team
Our Process
Our Clients
Our Philosophy
Who We Serve
Athletes & Coaches
Business Owners
Corporate Executives
Families & Individuals
Services
Financial Planning
Investment Strategies
Retirement Planning
Portfolio Management
Estate, Charitable Giving & Trust
Education Planning
Resources
FAQ
News & Weblinks
Glossary
Contact
Client Login
Our Company
A financial plan
tailored to you.
Don R. Sherwood
Founder, Managing Partner
Meet Don
Marc A. Presley
Founder, Managing Partner
Meet Marc
Brandon Polish
Chief Operating Officer
Meet Brandon
Nick Bianco
Private Wealth Manager
Meet Nicholas
Mindy Barton
Client Service Manager
Meet Mindy
Olivia Pavlak
Director of Marketing
Meet Olivia
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