Wealth Strategist
- Investment strategy and asset allocation
- Financial planning
- Trust & Estate planning
Sandeep Varma
Wealth Strategist
Operations Manager
- Client relationships
- Financial Advisor
- Account Updates
Nisha Varma
COO & Director of Operations
Wealth Strategist
- Investment Strategy and asset allocation
- Financial planning
- Trust & Estate planning
Phylip Simmons
Wealth Strategist
Wealth Strategist
- Medicare Planning
- Financial Planning
- Trust & Estate planning
Steve Musser
Medical Specialist
Clients Services Coordinator
- Account Servicing
- Client Relationships
Adam Sevier
Associate Wealth Strategist
Dr. David Fogel
Director of Research
Business Operations Manager
- Client Relations
- Operations
- Account servicing
Dana Losbog
Operations manager
Client Services Coordinator
- Account Servicing
- Client Relationships
- Marketing
Isabella Smith
Client Coordinator
Client Relations Coordinator
- Account Servicing
- Client Relationships
Jonathan Valle
Client Coordinator
Client Services Manager
- Account Servicing
- Client Relationships
Wendy Quijas
Client Coordinator
Director of First Impressions
- Account Servicing
- Client Relationships
Rosanne Lashgari
Director of First Impressions
Director of First Impressions
- Account Servicing
- Client Relationships
Ashni Varma
Wealth Management Intern
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