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E. Michael McGervey

E. Michael McGervey

CFP®, CRPC®, President
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Michael E. McGervey

Michael E. McGervey

Director of Research, Wealth Advisor
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Matthew J. McGervey

Matthew J. McGervey

CFP®, MBA, Wealth Advisor
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Teri L. Rauschenbach

Teri L. Rauschenbach

CPA, Director of Financial Planning
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Patricia A. Finch

Patricia A. Finch

CFS, Director of Client Services
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