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Meet the Team

With over 60 years of combined experience, we have the expertise to guide you in the right direction - toward the achievement of your financial goals. 


WMA excels in two main areas: designing and implementing state-of-the-art, retirement plans, and individual wealth management. With expertise in virtually all areas of financial planning, our caring advisors are committed to your success - however you define it. 


Following are brief biographies of our team:

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