Lee DeRose, AWM

Senior Vice President - Financial Advisor, Senior Consulting Group

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Brandon Dill, AWM

Investment Associate


Michael Lindeman

Senior Registered Client Associate


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.

Janet Engels

Senior Vice President, Director of Portfolio Advisory Group

Judi Rana

Wealth Management Consultant

Cyndy Ranzau

Wealth Strategist

Jordan Perschel

Wealth Management Banker

Aaron Gallardo

Trust Consultant

Matt Loftin

Wealth Strategist