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Our Team
Tim Johnson
Founder
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Michael Demaray
CFA
President
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Bill Anderson
CFA
Research Analyst
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Kevin Berner
Trader
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Jackie Ellis
Executive Assistant to the President
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Mary Heatter
CPA
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Albert Hopfer
Operations Analyst
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Vishal Mishra
CFA
Research Analyst
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Will Schackmuth
Operations Manager
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Lauren Scheibe
Research Analyst
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We manage assets for individuals and families, providing investment management, and financial planning services.
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