Meet Our Team

Nelrae Pasha Ali, CFP, CRPC, RICP

Managing Principal
Senior Financial Advisor

Katrina H. Everett, CFP, CIMA, RICP

Senior Financial Advisor

Anthony J. Branch

Senior Financial Advisor

Leslie Valerio

Senior Registered Client Associate

LaTrice Melvin

Senior Marketing Associate

Rahim M Ali

Client Associate

Angelina Green

Marketing Client Associate
Why Invest With Us

Why Invest With Us

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