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San Ramon, CA

3000 Executive Parkway, Suite 400
P.O. Box 5154
San Ramon, CA 94583


William Fortner

Vice President, West Division



Travis Dougherty

Regional Director – Pacific Northern Region
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Tom Christensen, CFP®, CRPC®

Director of Planning

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Lisa Stackpole

Assistant to Vice President, Staff Coordinator
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Marilee Perkett

Business Operations Manager
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