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.

Griffin Geisler

Wealth Strategist


Lindsay Strickland

Senior Portfolio Advisor


Janet Engels

Senior Vice President, Director of Portfolio Advisory Group


Roman Kozak

Retirement Plan Consultant


Dean Deutz, CFP®

Echelon Wealth Strategist


Malia Haskins

Wealth Strategist


Nuri Benturk

Corporate and Executive Services


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