Meet the Partners & Wealth Advisors

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Reza Zamani, AIF®, CPM®, CFS®, CAS®

Founding Partner, CEO

Maz Esmailbeigi, AIF®, CFS®, CAS®

Founding Partner, CIO

Ali Zamani, AIF®, CFS®, CAS®

Founding Partner, CFO

Jim Bray, CFP®

Sr. Vice President, Wealth Advisor

Mike Janis headshot

Mike Janis

Sr. Vice President, Wealth Advisor

Rich Winer

Vice President, Wealth Advisor

SP headshot

Sam Sosa

Wealth Advisor