Fresno, CA

Rita Y. Ingram

Financial Advisor

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Jennifer D. Williams

CEO, Financial Advisor

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Michele C. Garza

Executive Office Manager

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Geoffrey Barry

Financial Advisor

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Mitzi Richards

Director of Client Services

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Brandon Uttich

Financial Advisor

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Christopher Murray, CFP®

CERTIFIED FINANCIAL PLANNER® Owner/Advisor

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Vance Talbot

Operations Manager

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Jeannette Raypholtz

Advisory Assistant

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Barbara Mannon

Administrative Assistant

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