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.

Cathy Walker

Trust Consultant


Josh Mendelson

Credit Consultant


Kara Evenson

Divisional Annuity Consultant


Steven Mangine

Insurance Consultant