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Meet The Team

Joe Walsh Jr.

Founder, CEO & Wealth Advisor

Joe Walsh III

Wealth Advisor

Michael Walsh

Wealth Advisor

Tom Walsh

Wealth Advisor

Arminta McKelvey

Associate Advisor

Kelly Holleran

Client Relationship Manager

Taylor Gilchrist

Client Relationship Manager

Hunter Smith

Client Relationship Manager

Iris Peraza

Administrative Assistant

Christine Kosman

Administrative Assistant

Erin Cooper

Administrative Assistant

Katie Thompson

Administrative Assistant

Krystle Harvey

Marketing Coordinator