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ABOUT
MEMBERSHIP INQUIRY
OUR TEAM
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Justin Farmer
Chief Executive Officer
Partner
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Louden Jenkin
Wealth Management Associate
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Ted Jenkin
CFP®, AWMA®, AAMS®, CEPA®
Chief Marketing Officer
Managing Partner
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Chelsea Tankus
Member Services Associate
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Matt Goldstein
Chief Investment Officer
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Jen Soto
Member Services Associate
Executive Assistant to CEO
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