Wealth management approach

Our Wealth Management approach integrates your objectives into a personalized plan that can be updated as life changes occur. We combine our sophisticated investment planning tools with our professional resources to help match your objectives with customized solutions.
  • Understanding Your Financial Objectives - We begin by asking questions to understand you and your financial objectives.
  • Determining Smart, Time-Tested Strategies - Next, we qualify and quantify your financial and personal information to match your objectives with sound strategies.
  • Implementing Thoughtful and Creative Solutions - Using these strategies we develop customized solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
  • Providing Timely, Ongoing Service - We periodically review your situation to help ensure your financial objectives are being met.

Wealth Management Professionals

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.

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Aaron Gallardo

Trust Consultant


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Dean Deutz

Private Wealth Consultant


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Judi Rana

Wealth Management Consultant


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Matt Kirby

Credit Solutions Consultant


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Scott Rogneby

Divisional Retirement Consultant