Aaron Sisk, CFP®, CRPC®

First Vice President - Financial Advisor

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Mary DuSablon

Senior Investment Associate


Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Aaron Gallardo

Trust Consultant

Jill McEntee

Wealth Management Consultant

Jennifer Linder

Internal Wealth Strategist

Jordan Perschel

Wealth Management Banker

Melissa Winn

Wealth Strategist

Robert Stern

Echelon Wealth Strategist

Michael Roy

Alternative Investments Consultant

Cynthia Stacy

Retirement Plan Consultant

Jen Maneatis

Wealth Strategist

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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