Harish Vishria
Financial Advisor
CFP®, APMA®, MSM
Robert (Bobby) Bird
Financial Advisor
CFP®, APMA®
Neha Pande
Financial Planning Analyst
CFP®, APMA®, MBA.
Lyndsey Pare
Financial Planning Analyst
JD, CFP®, APMA®
Tina Smith
Office Manager
Susy Todd
Chief Compliance Officer
Financial Planning Specialist
Zubin Shah
Financial Planning Specialist
CFP®, MPAS™, APMA™
Naishee Shah
Financial Planning Specialist
CFA®, CFP®, MPAS™, APMA™