image of Melanie Folstad

Melanie Folstad, CAP®, CFP®, CPFA®, CRPC®, MBA

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

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image of Mrunal Patel

Mrunal Patel, CFP®

Associate Vice President, Senior Business Associate

image of Maliha Bukhari

Maliha Bukhari

Registered Client Associate


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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.


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