Approach to wealth management

  • Set clear and concise investment objectives
  • Define risk tolerance
  • Establish an appropriate time horizon
  • Choose appropriate asset classes
  • Document the investment methodology to be used building the portfolio
  • Meet periodically to review the plan and make necessary changes.

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.

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Wealth Strategist


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Director, Private Wealth Strategies


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Divisional Retirement Consultant


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Private Wealth Consultant


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Wealth Strategist


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Senior Vice President, Director of Portfolio Advisory Group