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Team

Get to know our dedicated team

Mark Hardy CLU®, ChFC®, CASL®, RICP®, WMCP®

Wealth Management Advisor

Ivan M. Peruski CFP®, CLU®, ChFC®, RICP®

Wealth Management Advisor

Steve Avery CLU®

Associate Financial Advisor

Cameo J Lynn

Director of Client Services

Noelle Trahan

Client Service Specialist