Wealth management professionals
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
Alex Ingalls
Wealth Management Consultant
Aleksandra Adamczyk
Credit Solutions Consultant
Brian Tavano
Wealth Management Consultant
Cathy Walker
Trust Consultant
Gerri Shea
Wealth Management Consultant
Liz Jacovino, CFP®, CTFA
Wealth Strategist
Mike Berens
Wealth Management Consultant