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Talk with Brad or Fran.

Contact us to arrange a conversation about your investments or retirement plans. Existing clients can reach the office using the same details below.

Send a message

Tell us a little about what you’d like to discuss.

Your message will be sent to Brad Howard and Fran Marcum.

Please don’t include account numbers, Social Security numbers, passwords, or other sensitive information. For account-specific requests, call the office.

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