George Castrillon, CEPA®, CFP®, CPFA

Vice President - Financial Advisor

310-647-8053
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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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