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LifePhase Investing®
Build & Grow
Distribute & Deploy
Transition
Our Team
Industry Recognition
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Financial Services
Investment Services
Financial Planning
Retirement Planning
Tax Planning
Estate Planning
Charitable Gifting
Advising Families
Wealth Management
News & Guidance
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Beth Shirley
Jake A. Castillo
Anna Lair
Kylie A. Schwartz
Julianne Copeland
Mariah I. Ramirez
Elizabeth Bazan
Joshua J. Robbins
Cyrus DeReu
Johnny R. Esparza
Ethan G. Campbell
Katelyn N. Watts
Tim D. Kohler
Rachel M. Cochran
Jennifer A. Caravello
Katie M. Clapps
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