Meet Our Team
Kevin Toler, CRPC®, APMA®
Partner & Private Wealth Advisor
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Josh Moeller, CSCS®
Partner & President
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Rebecka Pratt, CLU®
Private Wealth Advisor
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Arian Nelson, CFP®
Private Wealth Advisor
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Amanda Bassford
Associate, Client Services
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Caitlin Beltran, SHRM-CP®
Operations Manager
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Morgan Hoekstra
Executive Administrator
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Insights
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