Kim spearheads the collaborative efforts of the Client Strategies Team support for your financial advisor. She is part of a multidisciplinary group of professionals who provide guidance on investment management, estate planning services, credit solutions, insurance and annuity strategies, professional trustee services and trust consulting, retirement solutions, capital markets engagement, banking solutions and more. Called upon for support at various times throughout your wealth management journey, Kim works diligently to address clients’ unique situations.

In the wealth management banker role, John acts as the key contact for financial advisors and their clients to build awareness and understanding of the full cash management and lending options available.

Jessica's role as a wealth planning associate includes supporting financial advisors in their wealth planning efforts for clients. Jessica assists with making appointments, gathering information, developing wealth plans, as well as presenting wealth plans and strategies to clients.

As a trust consultant, Tom specializes in personal trust planning and assists in the movement of client trust assets, provides educational and technical guidance relating to personal trusts and advises clients on opportunities with third-party professional trust partners.

As an insurance and annuity consultant, Jerry specializes in helping financial advisors and their clients utilize insurance and annuity strategies as part of our holistic, goals-based wealth planning approach.

As an alternative investments’ consultant, Henry is skilled across the alternatives landscape, including private markets, real assets, hedge funds and select tax-considerate investment strategies. Henry partners with financial advisors in identifying and implementing alternative investment solutions to help clients achieve their goals. He offers education, portfolio construction advice and fund selection guidance to financial advisors and their clients.