Shamya Ullah
Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio FocusSarah Schermerhorn
Investment AssociateClient 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.
Brooke Dornbach
Fixed Income Business Development Professional
Thad Beller
Alternative Investments Consultant
Dana McDonald
Wealth Management Consultant
Melissa Winn
Wealth Strategist
Jordan Perschel
Wealth Management Banker
Michelle Gilly
Insurance and Annuity Consultant