James A. Gillin, CEPA®, CFP®, CRPC®, MBA

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

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Barb Brewer, APP

Senior Registered Client Associate


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.

Les Williams

Wealth Strategist

Cathy Walker

Trust Consultant

Michael Greenhalgh

High-Net-Worth Lending Specialist

Michael Clark

High-Net Worth Annuity Consultant

Troy Randall

Insurance and Annuity Consultant

Josh Mendelson

Wealth Management Banker

Nuri Benturk

Corporate and Executive Services

Tim Yarbrough

Retirement Plan Consultant

Liz Jacovino, CPWA®, CFP®, CTFA, CRPC®

Echelon Wealth Strategist

Bruce Crepea

Wealth Strategist

Let's start the conversation

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

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