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