Biographies
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Steven Glenn, CLU®, ChFC®, MSFS, MSM, AIF®
Managing Partner
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Kathy Mathews-Glenn, AIF®
Managing Partner
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Philip D. Rogero, FSCP®, CRPS®
Managing Partner
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Michael Rogero, CLU®, ChFC®
Vice President - Estate and Financial Planning
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Tara Eulenfeld, CRPS®, AIF®
Director of Business Development
