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Client Advisors
George W. Hester
Kurt W. Rauzi
Paul E. White
K Sue Marsh
Managers
Debbie Purvis
Steven R. Rutledge
Juan Zuniga
Administrative
Heather Dilmore
Ginger Perry
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Financial Wealth
Estate/Wealth Planning
Investment Advisory
Risk Management
Personal Wealth
Generational Wealth
Family Values
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Legacy Wealth
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Contact Us
Team
Client Advisors
George W. Hester
Kurt W. Rauzi
Paul E. White
K Sue Marsh
Managers
Debbie Purvis
Steven R. Rutledge
Juan Zuniga
Administrative
Heather Dilmore
Ginger Perry
Offerings
Financial Wealth
Estate/Wealth Planning
Investment Advisory
Risk Management
Personal Wealth
Generational Wealth
Family Values
Career and Life Coaching
Business Wealth
Succession or Exit Planning
Pre-Event/Liquidity Planning
Business Growth Strategy
Legacy Wealth
Philanthropic Strategy
Impact Maximization
Sustainability Strategy
In The News
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George W. Hester