Meet Your Team
Your trusted fiduciaries.
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Jacob Duke, CFP®, MBA
Founder & Lead Advisor
"Life is about more than money. My goal is to take the burden of managing your finances off of you so you can enjoy life to the fullest."
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Barri Bridges
Client Services
"Our top priority is providing a wonderful experience for our clients. We want our clients to feel like they are a part of a family."