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
Gerri spearheads the collaborative efforts of the Client Strategies Team support for your financial advisor. She is part of a multi-disciplinary group of professionals who provide guidance on investment management, estate planning services, credit solutions, insurance and annuity strategies, professional trustee services and trust consulting, retirement solutions, capital markets engagement, banking solutions and more. Called upon for support at various times throughout your wealth management journey, She works diligently to address clients’ unique situations.
Wealth Planning Associate
Alex's role as a wealth planning associate includes supporting financial advisors in their wealth planning efforts for clients. Alex assists with making appointments, gathering information, developing wealth plans, as well as presenting wealth plans and strategies to clients..
As a trust consultant, Tom specializes in personal trust planning and assists in the movement of client trust assets, provides educational and technical guidance relating to personal trusts and advises clients on opportunities with third-party professional trust partners.
Wealth Management Banker
In the wealth management banker role, Josh acts as the key contact for financial advisors and their clients to build awareness and understanding of the full cash management and lending options available.
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