Introducing the wealth management professionals we work with
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
Gerri Shea
Wealth Management Consultant
Brian Tavano
Wealth Management Consultant
Mike Berens
Wealth Management Consultant
Cathy Walker
Trust Consultant
Aleksandra Adamczyk
Credit Solutions Consultant
Liz Jacovino, CFP®, CTFA
Wealth Strategist