Meet Our Team
Behind every strategy is a team with decades of combined experience in tax, finance, lending, and wealth design. Meet the experts committed to your legacy.
Our Leadership
Shamier Choudhury
Founder & President
Chief Wealth Strategist
Mustaque Choudhury, EA, MBA
Co-Founder & Managing Principal
Chief Compliance Officer (CCO)
Rose Jordan
Chief Operating Officer (COO)
Marketing, Operations & Human Resources
Saad Mushtaq
Chief Financial Officer (CFO)
Corporate Finance & Analytics
Devraj Thakkar
Chief Real Estate Officer (CREO)
Acquisitions, Investments & Capital Markets
Phillip Jordan
Chief Information Officer (CIO)
Infrastructure & Security
Our Partners
Vince Conti
Wealth Strategist
Cristin Califf
Wealth Strategist
Vince Conti
Wealth Strategist
Cristin Califf
Wealth Strategist
Sonia Samra
Wealth Strategist
Hardeep Singh, CPA
Tax Strategist
Our Counsels
Yasser Mansi
Capital Advisory Counsel
Vishal Petigara, Esq., LLM
Corporate Counsel
Yasser Mansi
Counsel, Corporate & International Business, M&A, Investments
Vishal Petigara
Counsel, Tax, Estate, M&A
Karen Gill, Esq
Counsel, Estate & Legacy Planning
Tracy Lee Wood
Counsel, Estate & Tax Representation