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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.
Brian Tavano
Wealth Management Consultant
Liz Jacovino, CFP®, CTFA
Wealth Strategist
Janet Engels
Senior Vice President, Director of Portfolio Advisory Group
Aleksandra Adamczyk
Credit Solutions Consultant
Bruce Crepea
Wealth Planning Consultant
Cathy Walker
Senior Manager