Our Team

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Generates organizational mission ownership by giving employees the power to recommend and assist with developing the needed changes at the user-level to achieve effectiveness.
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Lexa is one of the most recognizable financial guides in the country. She takes a great personal interest in what you do, what she does and what she can do for you.
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Significant experience and developed expertise working with individuals and households who are in or going into retirement, have gone through significant life transitions.
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Joe can define outstanding service through service standards and team goals; bring in data and metrics to evaluate service quality.
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Shirley employs excellent listening skills to gain a deep understanding of customer concerns and to provide win-win solutions for the customer.
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For Peter, it's about understanding how the brain works so we can work with, rather than against, it in order to reach our most meaningful goals.