About Us

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Meet Our Team

Jeffery K. Barnes

Jeffery K. Barnes

Senior Vice President - Branch Manager


Radene L. Gordon-Beck

Radene L. Gordon-Beck, MBA, CIMA®, CPWA®

Fundamental Choice Portfolio Manager
First Vice President - Investments


William Bowman

William Bowman

Financial Consultant


Betsy Steffy

Betsy Steffy

Senior Registered Client Associate


Why Invest With Us

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