Associates
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James Reese, CFP®, CLU
Founding Managing Partner
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Mark Neely, CFP®, ChFC, CLU, MBA
Executive Vice President – Rocky Mountain Branch, Regional President – West Region
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Mary Sue Kenny
Founding Associate
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Paul Rold
Assistant Branch Manager, Western Region
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Javier Tafoya, MBA, CPFA®
Founding Member
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Crystal Jaramillo
Lead Manager- Branch Controls
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Tyler J. Graeve
Founding Associate
