image of Chris Vollmer

Christopher A. Vollmer, AWM

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

image of Kevin Toolan

Kevin G. Toolan

Vice President - Senior Financial Associate

image of Sophia Mitacek

Sophia Mitacek

Senior Investment Associate


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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.


Wealth Management Consultant


Wealth Strategist


Trust Consultant