Jennifer serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Jennifer partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as to present at client seminars.

Wyatt's role as a wealth planning associate includes supporting financial advisors in their wealth planning efforts for clients. Wyatt assists with making appointments, gathering information, developing wealth plans, as well as presenting wealth plans and strategies to clients.

As a trust consultant, Antoine specializes in personal trust planning and assists in the movement of client trust assets, provides educational and technical guidance relating to personal trusts and advises clients on opportunities with third-party professional trust partners.

As an insurance and annuity product specialist, Linette helps financial advisors and their clients utilize insurance and annuity strategies as part of our holistic, goals-based wealth planning approach.