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.
Peter Kolar
Wealth Management Consultant
Rich Matthews
Wealth Planning Consultant
Dean Deutz, CFP®
Private Wealth Consultant
Blake McKibbin
Wealth Strategist
Lindsay Strickland
Senior Portfolio Advisor
John Panter
Credit Consultant
Scott Rogneby
Divisional Retirement Consultant
Griffin Geisler
Wealth Planning Consultant