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.
Melissa Winn
Wealth Strategist
Jen Maneatis
Wealth Strategist
Aaron Gallardo
Trust Consultant
Jordan Perschel
Wealth Management Banker
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