About our team

Les serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Les partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.

As a trust consultant, Tom specializes in personal trust planning and assists in the movement of client trust assets, provides educational and technical guidance relating to personal trusts and advises clients on opportunities with third-party professional trust partners.

In the wealth management banker role, Josh acts as the key contact for financial advisors and their clients to build awareness and understanding of the full cash management and lending options available.

Roman is a retirement planning consultant who is dedicated to providing guidance on retirement planning, as well as individual and employer-sponsored retirement plans for financial advisors and their clients.