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Warren M. Barnett, CFA
Founder & President

Read Warren M. Barnett's Biography



Chris Hopkins, CFA
Portfolio Manager

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Jonathan Emanuel
Portfolio Manager

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Kim Doremus
Assistant to the President

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Yvonne Hobbs
Client Services

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Robert Crabtree
Director of Marketing

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Laurie Shipley
Retirement Plan Specialist

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Kelly Monroe
Receptionist

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