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.

person

Van Pate

Wealth Strategist


person

Tom Nagle

Trust Consultant


person

Matt Kirby

Credit Solutions Consultant


person

Janet Engels

Senior Vice President, Director of Portfolio Advisory Group