My Team
Shamya Ullah
Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio FocusClient 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.
Janet Engels
Senior Vice President, Director of Portfolio Advisory Group
Lindsay Strickland
Senior Portfolio Advisor
Taylor McLeod
Managed Portfolio Strategies