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.
Mike Berens
Wealth Management Consultant
Les Williams
Wealth Strategist
Cathy Walker
Trust Consultant
Griffin Geisler
Wealth Planning Consultant
Stacia Apostolos
Divisional Retirement Plan Consultant
Liz Jacovino, CFP®, CTFA
Wealth Strategist
Andrew Burbank
Credit Solutions Consultant