CORE Team
Investments & Financial Planning
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Neal Clark
Owner
Investment Advisor Representative -
Lori H. Bishop CFP®
Director of Financial Planning
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Michael Bishop AAMS®, CRPC®
Investment Advisor Representative
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Kristyn Bullard CFP®
Financial Advisor
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Amy Wade
Operations Director
Group Benefits & Insurance
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Randy Davis, LUTCF
Insurance Consultant
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Mayra Clark
Benefits Account Executive
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Charissa Leonard
Client Services Representative