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Our Team

David Rosenthal, MBA, CFP, Principal/Financial Advisor David Rosenthal, MBA, CFP®
Principal/Financial Advisor
Dana Anspach, CFP, Principal/Financial Advisor Dana Anspach, CFP®
Principal/Financial Advisor
Kimberly Morton
Financial Analyst
 

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8550 E. Shea Blvd., Suite 130, Scottsdale, AZ 85260 • 480-609-4334
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