Investment philosophy

I believe that each person’s financial journey is unique. A successful investment strategy should be tailored to one’s individualized goals, yet adaptable to life’s changes and dynamic market cycles. We seek to optimize portfolio performance by using tactical asset allocation strategies, specifically working with time tested money managers while focusing on tax efficiency.

Wealth management approach

My approach integrates your objectives into a personalized plan that can be updated as life changes occur. I combine sophisticated investment planning tools with professional resources to help match your objectives with customized solutions.
My process includes:
  • Understanding Your Financial Objectives — I begin by listening to understand you and your financial objectives.
  • Gathering Your Current Financial Information — I gather specific information on your financial picture.
  • Developing Smart, Time-Tested Strategies — Next, I analyze your financial and personal information to match your objectives with sound strategies.
  • Implementing Thoughtful and Creative Solutions — I develop customized solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
  • Providing Timely, Ongoing Service — I regularly review your situation to help ensure your financial objectives are being met.
 I will help you with the following:
  • Protecting wealth for you and your family
  • Creating income
  • Planning for retirement
  • Funding education
  • Maintaining or enhancing your lifestyle
  • Preparing for major purchases
  • Creating a legacy

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.

Aaron Gallardo

Trust Consultant

Cyndy Ranzau

Wealth Strategist

Dean Deutz, CFP®

Echelon Wealth Strategist

Janet Engels

Senior Vice President, Director of Portfolio Advisory Group

Let's start the conversation

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