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.
Aaron Gallardo
Trust Consultant
Robert Stern
Echelon Wealth Strategist
Matt Franks
High-Net-Worth Lending Consultant
Jordan Perschel
Wealth Management Banker
Michelle Gilly
Insurance and Annuity Consultant
Jordan Williams
Wealth Management Consultant