Our Team

Your Financial and Investment Experts

Michael E. Harter

CPA/PFS, CFP®

Chief Investment Advisor

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Lisa L. Castle

Operations Manager

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Customer Care & Office Administration

Bethany Disel

Administrative Assistant

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Sherry Wentworth

Administrative Assistant

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Robert F Murray Shareholders & Advisors

Paul B. Murray

CPA, ABV, CFF
Shareholder

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Keith O. Frame

CPA
Shareholder

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Scot A. Smith

CPA
Shareholder

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