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The People Behind Your Plan.

Financial planning is a relationship, and relationships are built on knowing who you're actually working with. Neil brings 40 years of experience and a belief that the best financial conversations are the ones that go deeper than the numbers. Together, they offer something that's hard to find: a team with real depth that still picks up the phone.

Neil Henning

Neil S. Henning

Sr. Wealth Manager

Travis Guerry

Travis Guerry, CFP®

Financial Advisor

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