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JOHN A. MEIER
BD HORTON, CFP®
MICHAEL L. BEST
JORDAN M. O’GRADY, CFP®
K. PATRICK AMEY, CFP®
ANNA BARNES, CFP®
JOSH L. PERFECT, CFP®
CLAYTON N. FISHER
TIMOTHY M. WICKEY
STANLEY D. BIGGS, CFP®
JASON L. CALKINS
ISAAC BOLL, CFP®
CAROL D. SLOAN
J. KEITH McDONALD, CFP®
BRUCE G. OLBERDING
MEGAN A. KRSTIC
JO ELLEN BYRON
DEBORAH A. POELZL
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Home
Our Services
Financial Planning
Investment management
Our commitment
The Engagement
Our People – Your Team
JAMES G. DUSSOLD, CFP®
J. THOMAS MEIER, CFP®
JAKE BARNES, CFP®
SCOTT A. SADARO
JOHN A. MEIER
BD HORTON, CFP®
MICHAEL L. BEST
JORDAN M. O’GRADY, CFP®
K. PATRICK AMEY, CFP®
ANNA BARNES, CFP®
JOSH L. PERFECT, CFP®
CLAYTON N. FISHER
TIMOTHY M. WICKEY
STANLEY D. BIGGS, CFP®
JASON L. CALKINS
ISAAC BOLL, CFP®
CAROL D. SLOAN
J. KEITH McDONALD, CFP®
BRUCE G. OLBERDING
MEGAN A. KRSTIC
JO ELLEN BYRON
DEBORAH A. POELZL
Your Goals
While you are young
Money-making years
Preparing to retire
During retirement
News
Contact
Client Login
BROKERCHECK
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