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Advisor Team
Ransom H. Adams, CFP®
Partner
Dale Cooper, CPA
Partner
Kelly Cooper, CFP®
Partner
Michael Farrell, CFA
Michael Irvin, MBA
Partner
Dallan Maas, MBA
Partner
Mike Massey JD, MBA, MPA, CFS®
Partner
James McDaniel
Partner
Matt Shields
Partner
Christi Van Rite, CFP®
Partner
