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.

Gerri Shea

Wealth Management Consultant


Janet Engels

Senior Vice President, Director of Portfolio Advisory Group


Josh Mendelson

Wealth Management Banker


Dan Sullivan

Wealth Strategist


Tom Nagle

Trust Consultant


Cathy Walker

Trust Consultant


Michael Greenhalgh

High-Net-Worth Lending Specialist


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