Jon L. Jacobson, CFA

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

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Luis Luna

Senior Investment Associate


Rhonda Bramlett

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.

Melissa Winn

Wealth Strategist

Jordan Perschel

Wealth Management Banker

Elizabeth L. Johnston

Wealth Planning Associate

Aaron Gallardo

Trust Consultant

Dana McDonald

Wealth Management Consultant

Let's start the conversation

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