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.

Cern Basher, CFA

Cern Basher, CFA

President and Chief Investment Officer
Cern’s story

Danya Karram, CFDS

Danya Karram, CFP®

Danya’s story

Supporting our community

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