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.
Janet Engels
Senior Vice President, Director of Portfolio Advisory Group
Tom Nagle
Trust Consultant
Roman Kozak
Retirement Plan Consultant
Cyndy Ranzau
Wealth Strategist
Jordan Perschel
Wealth Management Banker
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