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.

Courtney Duphorne

Wealth Management Consultant

Dean Deutz, CFP®

Private Wealth Consultant

Janet Engels

Senior Vice President, Director of Portfolio Advisory Group

Matt Kirby

Credit Solutions Consultant

Scott Rogneby

Divisional Retirement Consultant