Christopher Sadaka, ADPA®, CIMA®

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

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John Zavolas, AWMA®, CFP®, CRPC®

Senior Registered Client Associate


Stacey Diamond

Senior Client Associate


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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.


Wealth Management Consultant


Echelon Wealth Strategist


Wealth Management Banker


Trust Consultant