Our group is dedicated to helping clients achieve their financial goals through comprehensive wealth management. The process includes developing and implementing a customized plan focused on accumulating, protecting, and transferring wealth.

Timothy Cavanaugh, AAMS®

Senior Vice President - Financial Advisor, Senior Consulting Group


Mark Rabbe

Senior Vice President - Branch Director, Consulting Group

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Kerrin Duffy

Branch Service Mgr/Sr Registered Client Assoc


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.


Wealth Management Consultant


Wealth Strategist


Wealth Planning Associate