Our Team
Our team members at Excel Financial come from various backgrounds. Please see the bios below for an introduction.

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Jim Loquai CRPS®, AIF®, CFP®
Managing Partner

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John Loquai CFP®
Partner

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Brent Urbach
Partner

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Julie Loquai
Partner

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John P Moran CPA/ABV
Senior Advisor, Accredited Business Valuator, CVA-Certified Valuation Analyst, CMA-Certified Management Accountant

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Jim Long CPA
Senior Advisor