image of Chris Andreach

Christopher M. Andreach, CFP®

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus


Mary Grace Guastella

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.

Dan Sullivan

Wealth Strategist

Cathy Walker

Trust Consultant

Steve Vitale

Wealth Management Consultant

Bruce Crepea

Wealth Strategist

Andrew Burbank

Credit Solutions Consultant

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