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Wealth Strategies Group

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Wealth Strategies Group

Working with your relationship manager, private banker and other advisors—accountants and attorneys—we move your plan from where it is today to where you want it to be in the future.

Contact a CIBC Private Wealth advisor to learn more about our wealth strategies approach.

Team Wealth Strategies Employees List

Wealth Strategists

Linda S. Beerman, Head of Wealth Strategies

Ryan Christine Coulson, Managing Director & Senior Wealth Strategist 

Beth McRae Mayfield, Managing Director & Senior Wealth Strategist 

Theresa M.H. Marx, Managing Director & Senior Wealth Strategist 

Rebecca W. Milliman, Managing Director & Senior Wealth Strategist 

Elizabeth Nichols, Managing Director & Senior Wealth Strategist 

Halsey O. Schreier, Managing Director & Senior Wealth Strategist 

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

Amanda B. Regnier, Vice President & Senior Wealth Strategist