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.
Nuri Benturk
Corporate and Executive Services
Yaron Ben-Yohanan
Corporate & Executive Services
Matt Franks
High-Net-Worth Lending Consultant
Dean Deutz, CFP®
Echelon Wealth Strategist
Melissa Winn
Wealth Strategist
Jennifer Linder
Internal Wealth Strategist
Susan Johnson
Fixed Income Business Development Professional
Jen Maneatis
Wealth Strategist
Michael Roy
Alternative Investments Consultant
Jordan Williams
Wealth Management Consultant