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.

Dean Deutz, CFP®

Private Wealth Consultant

Heather Reed

Wealth Management Consultant

Cyndy Ranzau

Wealth Strategist

Jordan Perschel

Credit Consultant

Aaron Gallardo

Trust Consultant

Roger Smith

Insurance Consultant