WHO WE ARE
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G. Dirk Racette, CPA

CEO
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Robert Stark

President
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Thomas Glover, CFP®

VP of Finance, Portfolio Manager
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Patrick Newcombe, CFP®

VP, Financial Planning Group
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Marcia Force

Portfolio Manager & Operations Manager
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Charles Schuler

Portfolio Manager
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James L. Stokes

Chairman Emeritus
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Kelly Eggleston

Retirement Plan Operations Manager