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.

Dean Deutz, CFP®

Echelon Wealth Strategist

John Panter

Wealth Management Banker

Tom Nagle

Trust Consultant

Les Williams

Wealth Strategist

Jerry Moran

Insurance and Annuity Consultant