OUR TEAM

  • Professional portrait of a man in a dark suit jacket and light shirt, posing with arms crossed against a gray background.

    Salim A. Nathani, MBA, CFP®

    FOUNDER | PRINCIPAL PARTNER

  • Mitchell J. Sosa, CPA, CFA

    PRINCIPAL PARTNER | TAX AND BUSINESS SERVICES

  • Marisa Jordan

    CLIENT SERVICE ASSOCIATE

  • Hayley Bjornaas

    OPERATIONS MANAGER