George Castrillon, CEPA®, CFP®, CPFA®

Senior Vice President - Financial Advisor, Consulting Group

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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.

Nuri Benturk

Director, Corporate & Executive Services

Janet Engels

Senior Vice President, Director of Portfolio Advisory Group

Lindsay Strickland

Senior Portfolio Advisor

Bill Ringham

Director of Wealth Strategies

Aaron Gallardo

Trust Consultant

Jordan Perschel

Credit Consultant

Megan Mayer

Divisional Retirement Plan Consultant

Let's start the conversation

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