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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Van Pate

Wealth Strategist


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Tom Nagle

Trust Consultant


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Paul Fee

Insurance Consultant


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Matt Kirby

Credit Solutions Consultant


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Aaron Gallardo

Trust Consultant


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Courtney Duphorne

Wealth Management Consultant