Meet the Team
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Roger Whitney, CFP® CIMA® CPWA® RMA®
Retirement Planner
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Troy Katterheinrich, CFP® RMA® CKA®
Retirement Planner
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Kim Davis
Director of Client Care
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Scott Sanborn, PMP®
Lead Flat-Fee Planner
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Erin Coe, CFP® CFT™ Enrolled Agent
Associate Retirement Planner