David (Chip) Workman, CFP®
Managing Partner
Harish Vishria, CFP®, APMA, MSM
Sr. Wealth Advisor
Neha Pande, CFP®, APMA, MBA
Wealth Advisor
Robert (Bobby) Bird, CFP®, APMA
Sr. Wealth Advisor
Naishee Shah, CFA, CFP®, MPAS, APMA
Financial Planner
Zubin Shah, CFP®, MPAS, APMA
Financial Planner
Carrie Dlamini
Client Service Specialist

