Planned wealth management

We NEVER lead with products when meeting with prospective clients. Everybody’s situation is different and we always begin by establishing the scope of our relationship with the client. Our primary goal is to be the client’s main go to contact with anything financially related. We believe that begins by analyzing the goals of the individual and also evaluating both sides of the balance sheet before any decisions are ever reached. After setting the boundaries of the relationship we discuss the preparation of a formal wealth management plan. Upon execution of that plan we then reconvene and discuss possible solutions.

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.


Trust Consultant


Director of Wealth Strategies