Your Team


We’re the perfect size for clients who demand attentive, personalized service, with the experience and resources to handle your most complex financial issues. Our goal is to make your life easier.


Holly Purcell, MBA

Holly Purcell, MBA

Principal
Holly’s story



Cern Basher, CFA

Cern Basher, CFA

President and Chief Investment Officer
Cern’s story


 


Danya Karram, CFDS

Danya Karram, CFDS

Principal
Danya’s story



Supporting our community

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