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Associates

Nasmi Morales, CFP

Principal

Dallas, TX

Phone Number 972.455.9016

Email nasmi@summitwealthpartners.com
Anthony (Tony) Coward

Retirement Planning Specialist

Dallas, TX

Phone Number 817.854.0800

Email tony@summitwealthpartners.com
Barrett Koerner, CLU, ChFC

Financial Consultant

Dallas, TX

Phone Number 972.455.9177

Email barrett@summitwealthpartners.com

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