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.

Jennifer Linder

Internal Wealth Strategist

Robert Stern

Echelon Wealth Strategist

Aaron Gallardo

Trust Consultant

Michelle Gilly

Insurance and Annuity Consultant

Tim Yarbrough

Retirement Plan Consultant

John Panter

Wealth Management Banker

Michael Greenhalgh

High-Net-Worth Lending Specialist