Our Team

Benjamin Green

FOUNDER + WEALTH PRESERVATION SPECIALIST
+ Certified Financial Fiduciary + Certified Annuity Specialist
+ Certified Mutual Fund Specialist

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David Harrell

FOUNDER + RETIREMENT GUIDE

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James Jurica

CFP® + CLU® + CHFC® + RICP®

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Austin Sanders

+ Financial Advisor

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Nate Arroyo

+ Case Design Advisor

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Leslie Husarenko

+ New Business Specialist

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Mark Jackson

+ Strategic Advisor

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