Our Team
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William L. Holden, MBA, CIMA®
Managing Partner /Wealth Advisor
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Thomas H. Lazenby II,
AIF®Managing Partner /
Wealth Advisor -
Susan Martin,MBA,CFP®
Managing Partner /Wealth Advisor
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Tiffany Smith
Client Relationship Manager
Managing Partner /Wealth Advisor
Managing Partner /
Wealth Advisor
Managing Partner /Wealth Advisor
Client Relationship Manager