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.

Courtney Duphorne

Wealth Management Consultant

Robert Stern

Wealth Planning Consultant

Tom Nagle

Trust Consultant

Roman Kozak

Retirement Plans Senior Consultant