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.

person

Janet Engels

Senior Vice President, Director of Portfolio Advisory Group


person

Judi Rana

Wealth Management Consultant


person

Greg Steiger

Wealth Planning Consultant


person

Cyndy Ranzau

Wealth Strategist


person

Megan McKechnie

Divisional Retirement Plan Consultant


person

Jordan Perschel

Credit Consultant


person

Aaron Gallardo

Trust Consultant


person

Roger Smith

Insurance Consultant


Contact

Please complete the following form to request more information. *indicates a required field

*Required fields