TRANSPARENCY. INTEGRITY. COMMITMENT.
When you work with us,
you’re part of our family.
Our team is driven by work that matters and motivated to make a difference in the lives of the families we serve.
Get To Know Our Team
A multi-generational commitment to your family's legacy
When you work with us,
Wealth Advisors
Our licensed Fiduciary Advisors establish client meetings with the New Business and Client Services teams in order to conduct portfolio construction, analysis and strategy.
Arastoo Mahmoudi
Founder & CEO
Azadeh Hosseini
Wealth Advisor
Elham Kamankesh
Wealth Advisor
Alireza Arzandeh
Wealth Advisor
Reza G Rohami
Wealth Advisor
Estate, Tax and Lending Team
Our Estate, Tax and Lending team is comprised of specialized staff in their area of expertise.
Sara Khorram
Lending Specialist
Chris Geldert
CPA,CA,CLU,CEA
Tax Planning Specialist
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We are on a mission to redefine your
wealth building experience
wealth building experience
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