Christiane Tomasi, CFP®, MBT, EA
Principal and CEO
CERTIFIED FINANCIAL PLANNER™
Enrolled Agent
Bachelor of Science Accounting
Master of Business in Taxation
Seif Selim
Financial Advisor
Bachelor of Arts Business Administration Finance
Bryan Reynoso
Financial Advisor
Bachelor of Arts Business Administration Finance
Nathan Merz
Financial Analyst
Bachelor of Arts Business Administration
Master of Finance
Khushi Doshi
Financial Analyst
Bachelor of Science Finance
Master of Business Administration Finance in progress
Kevin Vallher
Financial Associate
Bachelor of Arts Business Administration
Finance in progress