Investment Management Team

Tony Edwards - CFA, CPA

  • President
  • Wealth Management Group
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James Clark - CFA, CFP®

  • Senior Vice President
  • Wealth Strategies Manager
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Andrew Hoeniges - CFA

  • First Vice President
  • Wealth Strategist
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Spencer Pipitone, CFA

  • Vice President
  • Wealth Strategist
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Investment Services Are: