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Our Team

“Strategies with advisors you trust”

Robert C. Nagel CFP® | Managing Member

Rob is a Registered Representative of Cambridge Investment Research, Inc. and an Investment Advisor Representative of Cambridge Investment Research Advisor. In addition to managing the firm, Rob provides financial advice and planning... 

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Kathleen M. Mock | Registered Representative

Kathy currently holds a FINRA Series 7: General Securities Representative, and FINRA Series 66: Uniform Securities Agent Registrations. She is responsible for the day to day operations of the firm. She is a Registered Representative of...
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