Wealth Management Professionals
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.
Janet Engels
Senior Vice President, Director of Portfolio Advisory Group
Aaron Gallardo
Trust Consultant
Dean Deutz, CFP®
Echelon Wealth Strategist
Cyndy Ranzau
Echelon Wealth Strategist