Meet The Team

Sandeep Varma

Wealth Strategist

Nisha Varma

Operations Manager

Steven Musser

Wealth Strategist

Phylip Simmons

Wealth Strategist

David Fogel

Director of Research

Dana Losbog

Business Operations Director

Wendy Quijas

Client Services Manager

Jonathan Valle

Client Relations Coordinator

Isabella Smith

Client Services Coordinator
Rosanne Lashgari

Rosanne Lashgari

Director of First Impressions