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Advisor Directory

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Lawrence Andrews, AWM, CEPA®, CFP®
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone858-550-5171
Steven Lewis
Senior Vice President - Financial Advisor
phone858-550-5108
Christian Reuter, CRPC®
Senior Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone858-550-5117
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John T Folsom
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone858-550-5116
Andrew Grant
First Vice President - Financial Advisor
Consulting Group
phone858-550-5148
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Tricia Bothmer
Senior Vice President - Financial Advisor
Consulting Group
phone858-550-5160
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Matthew F Sweeney, CFP®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone858-550-5125
Tanner Carter
Associate Vice President - Financial Advisor
phone858-550-5113
Anne Fiato
First Vice President - Financial Advisor
Consulting Group
phone858-550-5118
James Robinson
Senior Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone858-550-5131