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


Josh Mendelson

Wealth Management Banker


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