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