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.
Les Williams
Wealth Strategist
Cathy Walker
Senior Manager
Griffin Geisler
Wealth Planning Consultant
Liz Jacovino, CFP®, CTFA
Wealth Strategist
Andrew Burbank
Credit Solutions Consultant