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

Liz Jacovino, CFP®, CTFA

Wealth Strategist

Aleksandra Adamczyk

Credit Solutions Consultant

David Brown

Wealth Planning Consultant

Mike Berens

Wealth Management Consultant

Tom Nagle

Trust Consultant