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.

Aaron Gallardo

Trust Consultant


Cathy Walker

Trust Consultant


Dan Sullivan

Wealth Strategist


Evan Kraft

Wealth Planning Consultant


Brian Tavano

Wealth Management Consultant


Aleksandra Adamczyk

Credit Solutions Consultant