OUR TEAM

  • Salim A. Nathani, MBA, CFP®

    FOUNDER | PRINCIPAL PARTNER

  • Mitchell J. Sosa, CPA, CFA

    PRINCIPAL PARTNER | TAX AND BUSINESS SERVICES

  • Rahil Hamirani, EA, MBA

    PARTNER | TAX ASSOCIATE

  • Hayley Bjornaas

    OPERATIONS MANAGER

  • Marisa Jordan

    CLIENT SERVICE ASSOCIATE