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, CFP®, CTFA

Wealth Strategist


David Brown

Wealth Planning Consultant


Aleksandra Adamczyk

Credit Solutions Consultant


Mike Berens

Wealth Management Consultant


Dean Deutz, CFP®

Private Wealth Consultant


Tom Nagle

Trust Consultant