Wealth management approach


Our wealth management approach integrates your objectives into a personalized plan that can be updated as life changes occur. We combine sophisticated investment planning tools with professional resources to help match your objectives with customized solutions. Our process includes:

  • Understanding Your Financial Objectives — We begin by listening to understand you and your financial objectives.
  • Gathering Your Current Financial Information — Together, we gather specific information on your financial picture.
  • Developing Smart, Time-Tested Strategies — Next, we analyze your financial and personal information to match your objectives with sound strategies.
  • Implementing Thoughtful, Creative and Objective Solutions — Using these strategies, we develop customized solutions tailored to your goals. We often coordinate our advice with your outside advisors, including accountants and attorneys. Clients often view us as their financial “quarterback.”
  • Providing Timely, Ongoing Service — We regularly review your situation to help ensure your financial objectives are being met.

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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Malia Haskins

Wealth Strategist


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Scott Rogneby

Divisional Retirement Consultant


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Kevin Berg

Credit Solutions Consultant


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Peter Kolar

Wealth Management Consultant


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Alex Ingalls

Wealth Management Consultant


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David Fiacco

Lead, Trust Consultant


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Janet Engels

Senior Vice President, Director of Portfolio Advisory Group


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Paul Fee

Insurance Consultant