Our Team

• Roger Johnson

  President and CFP®

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• Eric Johnson

  Chief Executive Officer

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• Michael Frie

  CFP®

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• Scott Steiner

  Financial Advisor

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• Michelle Francis

  Financial Advisor & Marketing Director

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• Shirley Ingersoll

  Receptionist and Appointment Clerk

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• Kim Johnson

  Financial Planning Assistant

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• Debbie Rankin

  Business Operations Manager

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