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


Steven Mangine

Insurance Consultant


Meredith Laurienzo, CFP®

Wealth Planning Associate


Alex Ingalls

Wealth Management Consultant


Stacia Apostolos

Divisional Retirement Plan Consultant


Josh Mendelson

Credit Consultant


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