Our Associates

We believe that wealth management is more than just financial strategy—it’s about people, relationships, and legacy. By sharing our own family values and experiences, we connect with clients on a deeper level, helping them articulate and achieve their long-term goals. Whether we’re guiding clients through complex financial decisions, planning for retirement, or preserving wealth for future generations, we do so with empathy, integrity, and a shared commitment to their success.

We are unique in that we are a husband-and-wife team where both partners are Private Wealth Financial Advisors—something not commonly seen in our industry. We bring distinct perspectives to every client interaction, and we believe clients genuinely appreciate working with both of us simultaneously. Meeting as a team allows us to connect on a more personal level, and by sharing our own family values, we’ve been able to build deeper, more meaningful relationships with clients and their families. This approach has made a significant difference in the quality and depth of the connections we’ve developed over time.

We are proud to have been included in the 2026 Forbes | SHOOK Best‑in‑State Wealth Management Teams list, a prestigious recognition of top-performing advisory teams across the U.S. [forbes.com]

Samira Arikat has also been recognized by Forbes with awards such as: 2026 Forbes Top Women Wealth Advisors Best‑in‑State: Awarded February 2022; Data compiled by SHOOK Research LLC based on the period 9/30/25–9/30/26 (Source: Forbes.com).

2022 Forbes Top Women Wealth Advisors Best‑in‑State: Awarded February 2022; Data compiled by SHOOK Research LLC based on the period 9/30/20–9/30/21 (Source: Forbes.com).
2021 Forbes Top Women Wealth Advisors: Awarded March 2021; Data compiled by SHOOK Research LLC based on the period 9/30/19–9/30/20 (Source: Forbes.com).

Our team is further strengthened by the expertise of Beth Michele, Assistant Vice President–Senior Registered Client Associate with Wells Fargo Advisors. With over 23 years of experience in the financial industry—including 11 years in her current role—Beth provides essential administrative and operational support to our team. She specializes in serving high-net-worth individuals, families, and businesses, and brings a wealth of operational knowledge and a tireless work ethic to everything she does. Her dedication ensures that our clients receive seamless service and consistent support as they pursue their financial goals.