Joseph J Weirich - About me

Joseph J. Weirich, AWM, CPFA®, CRPC®

Vice President - Financial Advisor, Consulting Group

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.

Connor Ginley

Wealth Planning Associate

Connor's role as a wealth planning associate includes supporting financial advisors in their wealth planning efforts for clients. Connor assists with making appointments, gathering information, developing wealth plans, as well as presenting wealth plans and strategies to clients.

Tom Evans

Sr. Associate Wealth Strategist

As a senior associate wealth strategist, Tom helps financial advisors integrate wealth planning as a core part of the client experience. Skilled in complex planning concepts and tools, he also helps with effective discovery, as well as the development and review of wealth plans and presentations for clients.

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