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Jon Forbes | President, CFA, CFP®
Dave Forbes | Chairman, CFA
Jennifer Hernandez | Financial Planner, CFP®, EA
Crystal Karstens | Associate Financial Planner
We would love to welcome you to our beautiful office
Hope Radliff | Client Services Administrator
Joy Kurschner | Office Administrator
John Pfaffmann | Financial Planner
Summer 2023 - Welcome new team members: Kyle Householder, Juli Kent, Delaney Uehling