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Sean Clancy, CPWA®, AIF®
Matt Waters, CFP®, AIF®
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Our Firm
Your Team
Sean Clancy, CPWA®, AIF®
Matt Waters, CFP®, AIF®
Alec Giesting, CFP®
George Maniatis, CPFA™️/QPFC, AAMS®
Gage Kemsley, CFP®
Kenji Noguchi, CPFA®
Jack Souder
Lori Pescatore
Dima Sawaf
Our Services
Business Services
Resources
Blog
Events
Financial Wellness Webinars
Videos
Contact
8480 E Orchard Rd #6900
Greenwood Village, CO 80111
1800.493.6226
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