image of Loren Danielson

Loren L. Danielson, AWM

Managing Director - Financial Advisor, Senior Consulting Group

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image of Matt Gray

Matt Gray, CFP®

Associate Vice President, Senior Financial Associate

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image of Kevin Brewer

Kevin Brewer

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.


Trust Consultant


Wealth Management Banker

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