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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.
Aaron Gallardo
Trust Consultant
Liz Jacovino, CPWA®, CFP®, CTFA, CRPC®
Echelon Wealth Strategist
Brian Tavano
Wealth Management Consultant
Gerri Shea
Wealth Management Consultant