image of Melanie Folstad

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

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

301-907-2729
Email | |
image of Mrunal Patel

Mrunal Patel, CFP®

Associate Vice President, Senior Business Associate

301-907-2709
image of Maliha Bukhari

Maliha Bukhari

Registered Client Associate

301-907-2722

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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.


advisor

Trust Consultant