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James E. Buchheit

Managing Director

502.814.1227

Morton H. Sachs

Director of Research

502.636.5282

Jennifer S. Dobbins

Director of Client Services

502.814.1232

Stephanie Sachs

Equity Trader, Wealth Management Associate

502.814.1228

Trish Scott

Employee Benefits Specialist, Wealth Management Associate

502.814.1238

Office Address

1346 South Third Street
Louisville, Kentucky
40208 United States

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