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Our People

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Paul Horn

CERTIFIED FINANCIAL PLANNER®

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Paul Fowler

CERTIFIED FINANCIAL PLANNER®

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Jason Fowler

CERTIFIED FINANCIAL PLANNER®

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Daniel Underwood

FINANCIAL PLANNER AFP®

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Angelo Caltabiano

FINANCIAL PLANNER AFP®

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James Wauch

FINANCIAL PLANNER AFP®

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Bob Fowler

Founder

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Bradley Cox

Financial Planner AFP®

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Natalie Jones

Head of Finance

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Fernando Nascimento

Finance Officer

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Dale Sedgman

Technology and Business Improvements Officer

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Adam Stephens

D365 Programmer