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.

Gerri Shea

Wealth Management Consultant

Dan Sullivan

Wealth Strategist

Cathy Walker

Trust Consultant

Meredith Laurienzo, CFP®

Wealth Planning Associate

Alex Ingalls

Wealth Management Consultant

Stacia Apostolos, MBA, CPFA™, AIF®

Divisional Retirement Plan Consultant

Josh Mendelson

Credit Consultant

Contact us

Please fill in all the mandatory fields.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields