Nicholas W. Lennon, CFP®

First Vice President - Financial Advisor, Consulting Group

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Katrina Sexstone

Senior Client Associate


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.

Leah Wetzel

Wealth Management Consultant

Rich Matthews

Wealth Planning Consultant

Tom Nagle

Trust Consultant

Blake McKibbin

Wealth Strategist

Let's start the conversation

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