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
Dan Sullivan
Wealth Strategist
Bruce Crepea
Wealth Strategist
Cathy Walker
Trust Consultant
Josh Mendelson
Wealth Management Banker
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