Jessica Lee, CPFA®, MBA

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

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JoAnne Desjardins

Associate, Business Senior


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.

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

Echelon Wealth Strategist

Tom Nagle

Trust Consultant

Janet Engels

Senior Vice President, Director of Portfolio Advisory Group

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