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, Senior Wealth Strategist
Mustaque Choudhury, EA, MBA
Managing Principal & Senior Tax Strategist
Rose Jordan
Chief Operating Officer, Marketing & HR (COO)
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
Counsel, Corporate & International Business, M&A, Investments
Vishal Petigara
Counsel, Tax, Estate, M&A
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