Michael Gee, CIMA®, CPFA®, CPM®

Senior Vice President - Financial Advisor, Senior Consulting Group

Email |

Eric Woo, CFP®, CLU®, CPFA®, RICP®

Associate Vice President, Associate, Business Senior

Email |
image of Cyrus Timchula

Michael Cyrus Timchula, APP

Senior Registered Client 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.

Dan Sullivan

Wealth Strategist

Bruce Crepea

Wealth Strategist

Steve Vitale

Wealth Management Consultant

Cathy Walker

Trust Consultant

Let's start the conversation

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

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields