Meet Our Team

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William F. Muller, CFP®, AIF®, CDFA®

Chief Executive Officer

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Michele Troutman

Office Manager

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Matthew S. Ellis, CFP®, CIMA®, AIF®

President/Chief Compliance Officer

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Dawn Kleinman

Administrative Assistant

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Victoria R. Provost, CFP®, AIF®

Financial Advisor

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Caitlyn Dunbar

Administrative Assistant

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Kevin P. Lake, Jr., CFP®, AIF®

Financial Advisor

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