Thomas J McCausland III, AWM, CEPA®, CPFA®

Senior Vice President - Financial Advisor, Advanced Wealth Manager

520-615-4304
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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


Janet Engels

Senior Vice President, Director of Portfolio Advisory Group


Jordan Perschel

Credit Consultant


Jessica Lozano,

Investment Associate


Let's start the conversation

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