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


Cathy Walker

Trust Consultant


Sam Garbow

Internal Wealth Strategist


Dan Sullivan

Wealth Strategist


529 plan account rollovers to Roth IRAs fact sheet
529 plan account rollovers to Roth IRA fact sheet

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields