Our Team
Founder - One Source Wealth Management
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Eric Bertz, CRPC™
Private Wealth Advisor
Meet the Team
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Dane Hardee
Senior Investment Associate
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Samantha Fletcher
Senior Financial Associate/Director of Group Benefits
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Dorothy Smith
Practice Manager
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Robert E. Appel, J.D.*, LL.M., MBA
Second Vice President of National Design
Advanced Planning -
Daniel Carlson, J.D.*
Director of Planning
LFN National Planning Team