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Home
Our Story
Ron Shurts
Meet the Team
Our Services
Integrated Business Development
Insurance Solutions
Strategic Marketing & Client Aquisition
Streamlined Operations & Technology
Advanced Planning & Portfolio Solutions
Additional Resources
Blog
FAQs
Careers
Contact
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Kyle Pesch
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Kyle Pesch
VP of Advisor Development
Derek Wakefield
Life Insurance Consultant
James Jacobson
Director of Strategic Accounts
Kayden Meyersick
Director of Business Development
Windy Nash
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Lauren Edwards
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Stephanie Smith
Senior Account Manager
Tiffany Nicely
Senior Account Manager
Brandon Olson
Director of Business Development
Dalton Sneed
Director of Business Development
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