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.

Bill Boehm

Wealth Management Consultant

Griffin Geisler

Wealth Planning Consultant

Lindsay Strickland

Senior Portfolio Advisor

Janet Engels

Senior Vice President, Director of Portfolio Advisory Group

Roman Kozak

Retirement Plans Senior Consultant

Dean Deutz, CFP®

Echelon Wealth Strategist

Malia Haskins

Wealth Strategist

Nuri Benturk

Director, Corporate & Executive Services

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