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Forest Trees

Meet the Team

Expertise. Compassion. Know-how.

Based on a foundation of integrity and trust, our team of experienced financial advisors, legacy planners, and business strategists offer personalized advice and expansive resources.

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Jeffrey Corey

Managing Partner | Founder

Lincoln Hurney

Partner

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Masiel Yarbrough

Director of Operations

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Danielle Hansen

Director of Client Service

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Yolanda Fox

Client Service Associate

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