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.

Liz Jacovino, CPWA®, CFP®, CTFA, CRPC®

Echelon Wealth Strategist

Bill Ringham

Director of Wealth Strategies

Dean Deutz, CFP®

Echelon Wealth Strategist

Janet Engels

Senior Vice President, Director of Portfolio Advisory Group

Tom Nagle

Trust Consultant