Leadership

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Charles M. Heuring
Managing Partner

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Steve Murray
Managing Partner

Charles R. Heuring
C.C.O, Marketing Coordinator

Charles R. Heuring
CCO, Assistant VP – Marketing

Support

Mike Hansen
Compliance Specialist

Mike Hansen, JD
Compliance and Business Development Director

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Joan Wallace
Supervisor of Advisor Services

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Ryan Borer
Strategic Partner

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Shelby Johnson
Accounting Supervisor

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Josh Trecartin
Digital Media Manager

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Taysia Peterson
Creative Manager

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Andrew Petersen
Graphic Designer

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