Image of Philip Seline

Philip Seline, AWM

Senior Vice President - Branch Director, Consulting Group

563-441-3931
Email | | |

Malcolm Seline, AWM

Senior Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus

563-441-3905
Email |

Courtney Rodriguez

Financial Advisor

563-441-3929
Email | |

Hillary Winkel

Client Associate

563-441-3909

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.

advisor

Echelon Wealth Strategist


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Wealth Strategist


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Wealth Management Banker


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High Net-Worth Lending Specialist


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Trust Consultant