Team Members

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Bob Gavlak CFP®

Family Man & CEO

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Ryan Mannen

Chief Operating Officer

Nic Gookin

Nic Gookin

Chief Investment Officer

Tyler Purcell

Tyler Purcell

Advisor & Head of Growth

Tim Power

Tim Power

Financial Architect

Lori Ready

Lori Ready

Head of Client Experience

What we can do for you

Let’s find out how we can serve you.

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