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.

Liz Jacovino, CFP®, CTFA

Wealth Strategist

Terence Robert Gross

Wealth Planning Associate

Josh Mendelson

Credit Consultant

Aaron Gallardo

Trust Consultant

Kara Evenson

Divisional Annuity Consultant

Tom Nagle

Trust Consultant