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Associates

David Daughtrey  CFA, CFP®

Lynda Elley CLTC

Sue Jones

Erick Newton
About Us
  • Our Firm
  • Our Services
  • Client Log-in
  • Our Location
  • Disclosures
  • Tell A Friend
  • Our Associates
Contact Us

14256 N. Northsight Blvd., Ste. B-115
Scottsdale, AZ 85260

Phone: 480-348-2100
Fax: 480-348-2107

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