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Firm
People
Process
Solutions
Retirement Planning
Investment Management
Estate Planning
Charitable Giving
Tax Planning
Medicare and Social Security
Insurance Planning
Legacy Stewardship
Concierge Service
Insights
Community
Contact
Contact
Our Team
Our Team
Barry O. Barlow, CPFA
Managing Partner
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Frank O. Barlow, CFA
Partner
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M. Christine Book
Partner
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Amy S. Jones, CFP, CPWA
Partner
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Chris C. McIntosh, CFA
Partner
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Kelsey M. Doren, JD
Associate
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