Leadership

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Charles M. Heuring
Managing Partner

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Steve Murray
Managing Partner

Charles R. Heuring C.C.O, Marketing Coordinator

Charles R. Heuring
COO, Director of Business Development

Support

Mike Hansen Compliance Specialist

Mike Hansen, JD
Chief Compliance Officer

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Joan Wallace
Manager of Advisor Services

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Sarah Dukich
Director of Internal Sales

Creative

Jacob Tedlock

Jacob Tedlock
Digital Communications Director

Sean Crawford

Sean Crawford
Graphic Designer

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