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YOUR TEAM

Nick Hamilton
Managing Director
Co-Founder
Co-Founder

Anthony Paul
Managing Director
Co-Founder
Co-Founder

Carly Yezek
Director of Operations

Jessica Dehn
Director of Marketing

Gary Hamilton
Director of Family Office Services
SUPPORT TEAM

Dan Roeske
Advanced Planning and Strategy

Daniel Froning
Senior Para-Planner

Marilyn Smith
Concurrent Operations Team

Brooke Sugamele
Senior Registered Relationship Manager
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