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Preservation Wealth Team

David C. Walther CFP®, CLU®

Co-Founder and Wealth Management Advisor

Patrick K. Williams CFP®, ChFC®

Co-Founder and Wealth Management Advisor

Leslie Widmann CFP®, CLU®, MBA

Director of Business Analysis and Planning

Laura Bounnhaseng

Director of Operations and Client Service

Alexandra Connor

Client Service Advisor

Brian Douglass CFP®, CLU®, ChFC®, WMCP®

Client Service Advisor

Ken Steria CFP®, MBA

Client Service Representative