About Us

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Meet Our Team

  • James Levell

    James Levell

    Branch Manager
    Senior Financial Advisor

  • Steven Osborne

    Steven Osborne

    Managing Principal
    Senior Financial Advisor

  • Brett Osborne
    Brett Osborne

    Brett Osborne

    Financial Advisor

  • Nancy Burkett
    Nancy Burkett

    Nancy Burkett

    Senior Administrative Assistant

Why Invest With Us

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