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Our Team

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Richard Knepfler Chief Financial Officer, CPA
Roxane Galati Managing Director | Private Wealth Management, CFP®
Brenda Lawrence Family Office & Accounting Manager

FLORIDA | Naples (HQ)

NORTH CAROLINA | Charlotte & Cary

LOUISIANA | New Orleans

9130 Galleria Court, Third Floor | Naples, Florida 34109 | P (239) 434-7434
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