Skip Morton

Skip Morton, M.A.

Senior Vice President - Financial Advisor, Consulting Group

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Angelika Caulford, CPFA®

Vice President - Branch Director, Consulting Group


Dominika Lawecki, CPFA®

Branch Service Mgr/Sr Reg Client Assoc


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.

Cathy Walker

Trust Consultant

Dan Sullivan

Wealth Strategist

Evan Kraft

Wealth Management Consultant

Brian Tavano

Wealth Management Consultant

Josh Mendelson

Wealth Management Banker

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