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Madison, WIDescription
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Popular Employees
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Derek Carter, CFP
Portfolio Manager
Cal Brown
Manager--Virginia Office
David Barton
Director of Advisory and Business Development
Tawn Jacobs
Manager of Financial Planning and Tax
Kathryn Pirtle, PHR
Human Resources Manager
David Bogner
Manager of Implementation Services
Glenn Kautt
Vice Chairman
Kim Cady
Director of Institutional Services
Cindy Freese
Accountant and Chief Compliance Officer