About our team

Cyndy serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Cyndy partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.

In the wealth management banker role, Jordan acts as the key contact for financial advisors and their clients to build awareness and understanding of the full cash management and lending options available.

As a trust consultant, Aaron specializes in personal trust planning and assists in the movement of client trust assets, provides educational and technical guidance relating to personal trusts and advises clients on opportunities with third-party professional trust partners.