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Mirroring our clients’ desire for independence, our practice transitioned to Wells Fargo Advisors Financial Network, while adding Andy Strobel, Executive Vice President – Wealth Advisor, Jon Ustun, Senior Vice President – Wealth Advisor, and Ryan Bortner, Managing Principal & COO.
We believe this allows us to be more agile and responsive to our client's needs while accessing some of the latest technology and research to catalyze what's possible. From brand new relationships to those spanning more than five generations, we are resolute in our commitment to serving our clients to the very best of our abilities.
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