How we get there

Our process revolves around you. We often will start by preparing a Personal Needs Analysis, which provides a comprehensive picture of your financial condition. Using this as a guide we will recommend a variety of individual securities, money managers and mutual funds to fulfill your investment needs. We also look at your insurance needs, estate concerns and charitable gifting questions. If we cannot help you directly, we will refer you to someone who can.

 

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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Judi Rana

Wealth Management Consultant


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Matt Kirby

Credit Solutions Consultant