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Murray Parks, CFP®, CLU, CH.F.C.

Financial Planner | Investment Representative President

Over 35 years of experience helping clients achieve their financial goals. Specialized knowledge for financial planning, retirement income planning and estate planning.

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Stephen White, CHS

Insurance Advisor Investment Representative

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Lucas White, CFP®, CLU

Insurance Advisor Investment Representative

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Shilpa Sanjeev

Financial Security Advisor Investment Representative