Wealth Strategies Group

Our team of wealth specialists includes nonpracticing lawyers, accountants and financial planners, giving us the expertise to help with all aspects of wealth management, from ensuring current liquidity needs to managing risk and shaping an individual's legacy. To learn more, please see Wealth Strategies.


Linda S. Beerman, Head of Wealth Strategies

Ryan Christine Coulson, Managing Director

Joshua S. Miller, CFP®, Managing Director

Rebecca W. Milliman, Managing Director

Judith A. Saxe, AEP®, Director of Research and Education

Catherine L. Schnaubelt, Managing Director

Theresa M.H. Marx, Senior Vice President

Halsey O. Schreier, Senior Vice President

Michelle M. Lum, Senior Associate