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8141 East Kaiser Blvd
Suite 300
Anaheim Hills, CA 92808
Tel: (714) 282-1566
Fax: (714) 282-1563
Your Team
Patrick D. Powers, CFA, CPA, CFP®
President & Chief Investment Officer
Christine Blanchard, CFA
Senior Portfolio Manager
Michael Allbee
Portfolio Manager & Chief Compliance Officer
Chris Candela
Operations Manager
Cindy Wilson
Administrative Assistant
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