Russell Mansfield

Russell Mansfield, CFP®, RICP®

Senior Vice President - Branch Director, Senior Consulting Group

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Katharine Osborne, CFP®, ChFC®

Senior Investment Associate


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.

Sean Gray

Wealth Management Consultant

Les Williams

Wealth Strategist

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