In Sam role as an internal wealth management consultant, he provides the primary support for platforms, solutions and strategic initiatives that serve clients.

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 to present at client seminars.

As an insurance and annuity consultant, Michelle specializes in helping financial advisors and their clients utilize insurance and annuity strategies as part of our holistic, goals-based wealth planning approach.

As an insurance and annuity product specialist, Linette helps financial advisors and their clients utilize insurance and annuity strategies as part of our holistic, goals-based wealth planning approach.

As a member of Investment Banking Solutions, Roman offers a full complement of solutions specifically designed to address the overlapping needs of business owners, C-suite executives and the company.