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Leadership Team
Dedicated to helping you achieve your financial goals
CHRIS SHUCK
Owner & Financial Planner



SAHAND ELMTALAB
Financial Planner & Owner/Partner of M&E Catalyst Group

ROYA MOLTAJI
Financial Planner & Owner of Roya Financial Planning

JOE JENKINS
Financial Planner

DAVID HOGEN
Financial Planning Director / Financial Planner

PETER BOUILLON
Paraplanner / Investment Specialist

ADAM SKARTVEDT
Retirement Plan Director

LINDSI PHILLIPPI
Insurance Director

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