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1-877-977-2555
Planning Your Way
Peace of Mind
Starting With Us
What You Can Expect
Sustainable Investing
Get To Know Us
Your Team
What We Believe
For Advisors
News & Insights
Email Us
Client Logins
Financial Reporting
LifeTrack™
Perigon File Sharing
Serving Delaware
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Clay Kinnard
John Taylor, MBA, CHFC, CWS®
Lisa Keim
Will Trask, JD, CWS®
